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  • A smiling bike shop owner standing in his workshop, surrounded by bicycles.

    Leveraging Enhanced Data to Decrease Costs

    April 3, 2023

    Financial Education

    Does your business accept card payments from either businesses or the government? If so, your business may benefit by processing Enhanced Data. Submitting Enhanced Data with eligible transactions could result in savings on your processing costs.

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  • A couple signing paperwork together

    Six Questions To Ask a Trust & Estate Professional

    March 17, 2023

    Wealth Management

    You may have heard that the great wealth transfer is coming. There are estimates of $30 to $70 trillion in assets to be transferred between generations in the coming decades.

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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 man smiling as he looks at his laptop

    Evaluating an Early Retirement Offer

    March 6, 2023

    Wealth Management

    In the corporate environment, there are sometimes circumstances which lead employers to offer certain employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one?

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  • A family with two young kids playing together in their living room

    Capital – What do you need and how do you ask for it?

    February 28, 2023

    Small Business

    The prospect of financing a new business can make the most fearless entrepreneur waver – and with good reason. Lack of capital is one of the primary reasons start-up companies fail.

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  • A woman meeting with her financial advisor in an office

    Wills: The Cornerstone of Your Estate Plan

    February 24, 2023

    Wealth Management

    If you care about what happens to your money, home, and other property after you pass, then it is time to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.

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  • A couple hiking together in the fall

    A Closer Look at SECURE 2.0

    February 17, 2023

    Wealth Management

    The major budget package enacted by Congress in December included a subdivision called “SECURE Act 2.0.” The 1.0 version of this package of legislative changes for qualified retirement plans was the “Setting Every Community Up for Retirement Enhan

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  • A woman marking dates on a chalkboard calendar while a man behind her is reviewing notes on a clipboard

    3 Tips to Help Start Your Small Business

    January 27, 2023

    Small Business

    Lay the Groundwork

    You’ve got the idea and are ready to bring to market the next big thing. While your product or service is unique, there are commonalities amongst all successful entrepreneurs. 

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  • A couple looking over their budget together as they have a cup of coffee at their dining table

    Establishing a Budget

    January 20, 2023

    Wealth Management

    Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.

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  • Close-up of hands typing on a keyboard with blurred code on a monitor in the background.

    Remote Access Scams

    January 12, 2023

    Financial Education

    In a remote access scam, a scammer attempts to persuade you into giving them remote control over your personal computer, which allows the scammer to con money out of you and steal your private information.

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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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  • A smiling older couple walking outdoors together in the snow

    Social Security Retirement Benefit Basics

    January 4, 2023

    Wealth Management

    Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount of money you've earned.

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