Tips

  • Eight candidates sitting in a row of chairs holding their resumes and waiting to be interviewed for a job

    Avoiding Job Scams

    March 1, 2024

    Risk & Fraud Awareness

    With the rise in work-from-home employment roles, there has been an uptick in job scams. These jobs will be advertised in the same way real ones are. They are prevalent on social media platforms and legitimate job sites.

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  • A graphic of a man celebrating as someone hands him a trophy

    Avoiding Prize and Lottery Scams

    March 16, 2023

    Risk & Fraud Awareness

    Don’t just count on luck this month to win big. Today there are so many avenues that fraudsters take to scam you. You can get a call, email, or letter saying you won a sweepstakes, lottery, or prizes.

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  • A couple reviewing their finances together on a laptop

    Financial Planning Questions To Ask During Every Life Stage

    January 11, 2023

    Wealth Management

    When it comes to financial planning resolutions, creating an action-oriented plan includes figuring out where you are, what you want, and what you need to get there.

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  • Close up of gloved hands holding a snowball in the shape of a heart

    Merging Wealth and Philanthropic Planning

    December 21, 2022

    Wealth Management

    As the holiday season approaches, so does the desire to give gifts to those around us. These gifts are not just for people we know.

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  • A graphic of a detective holding a magnifying glass closely inspecting a pink piggy bank that is wearing a black criminal eye mask.

    Spotting Impersonation Scams

    December 13, 2022

    Risk & Fraud Awareness

    Impersonation scams are one of the most successful ways fraudsters steal money from their victims.

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  • Five kids dressed in costumes walking up to a house to trick or treat

    Teach Children To Save With Candy

    October 31, 2022

    Financial Education

    It is Halloween and we all know what that means – kids young and old have two things on their minds: costumes and candy! This year, consider using the candy collected as an opportunity to teach financial literacy and saving strategies.

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  • A woman taking a photo of a shirt to sell online

    Protect Yourself From Fraud When Selling Online

    October 28, 2022

    Risk & Fraud Awareness
    Selling items online can be a great way to make some extra cash. Craigslist, Facebook Marketplace, and other sites attract a lot of buyers — some of which are fake.
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  • A customer checking out at a small business with a gift card

    Elevate Your Business with Gift Cards

    October 7, 2022

    Financial Education

    Gift cards are popular for birthday gifts, holidays, and many other occasions, and providing a gift card option could elevate your business by increasing customer spending, expanding your customer base, and building brand loyalty!

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  • A grandma reading a Grandparents Day card from her granddaughter, who is giving her a hug.

    Grandparents Day. Showing Appreciation For Their Support.

    September 9, 2022

    Wealth Management

    In twenty-two countries around the world, a special day is designated to recognize and to celebrate grandparents. In America that day is the first Sunday after Labor Day.

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  • A man hugging his pet bull dog

    Pet Scams

    August 17, 2022

    Risk & Fraud Awareness

    Pet scams are big business these days, with scammers posing as breeders and raking in money from many people in the United States.

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  • A graphic that looks like a chalkboard and reads, "Back-to-school cybersecurity tips for all ages."

    Back to School Cybersecurity Tips for All Ages

    August 15, 2022

    Risk & Fraud Awareness

    While preparing for back-to-school, cybersecurity should be a top priority. When everyone from a toddler to a teacher has access to smart devices, it's critical that parents watch over and protect their children's cyber security.

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  • A photo of a woman typing a number into her phone

    Smishing (Text Scams) Are On The Rise

    July 28, 2022

    Risk & Fraud Awareness

    Don't take the bait! Smishing is the most common mobile-based phishing. Slow down and think before you click! Smishing has become a big problem; according to the FBI, it is only getting worse. The average person gets over 19 spam texts per month.

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