Menu Open menu LOGIN
Close
Contact us Locations

Insights & Education

We've made it easy to quickly find just the advice you need.
I’m Interested In:
Select one or more topics you are interested in to filter Hints & Tips.
Market Comments: Fourth Quarter 2022

From the desk of Brad Zellar, Vice President & Trust Officer Happy New Year! I…

Learn more
The top 5 reasons to start or change your business retirement plan

There is no one reason why business owners decide to start a retirement plan or…

Learn more
Let’s clarify some common misconceptions about the gift tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

Learn more
Hispanic Man, Woman and Child having fun in the park.
5 ways to invest smarter

How we manage our investments is one of the most important financial decisions we make.…

Learn more
Car refueling on petrol station. Man pumping gasoline oil. This photo can be used for automotive industry or transportation concept
Fight Against Credit Card Skimming and Fraudulent Transactions

The risk of being compromised by a credit and debit card skimmer has significantly increased…

Learn more
Man outside barn leaning on wooden fence
Can’t qualify for a Roth IRA? There’s a back door.

When you choose to invest in a Roth IRA, you can contribute $5,500 in 2018…

Learn more
This land is your land! Flexible financing is key to owning your perfect lot

Qualified clients won’t have that problem. We don’t have set minimums before we talk to…

Learn more
11 ways to save – at every life stage

When you stashed money in your piggy bank, how did that make you feel? Was…

Learn more
To Roth or not to Roth? That is the question…

Individual Retirement Account (IRA).  Escrow.  When evaluating whether a Roth IRA would be a better…

Learn more
FDIC insurance inspires banking confidence

A majority of consumers believe banks do a good job protecting their money. They get…

Learn more
I’ve decided I need a trust. Now what?

Knowing you have a reason for a trust is half the battle, but there’s still…

Learn more
The portfolio balancing act

At 2017’s end, the S&P 500 index returned more than 19 percent. The NASDAQ fared…

Learn more
1 2