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Insights & Education

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Fight Against Credit Card Skimming and Fraudulent Transactions

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

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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…

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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…

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FDIC insurance inspires banking confidence

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

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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…

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7 habits to make you an effective saver

Saving money effectively is about more than not spending it. You need to build habits…

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Investing and retirement planning: 5 things to consider

When you think about retirement, you should ask yourself a lot of questions. How old…

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Don’t consider yourself wealthy? A trust might still make sense for you.

Clients often ask, “How do I decide if I need a trust instead of simply…

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I’m ready to invest. What are my options?

You’re determined to have your money grow because you know your future depends on it.…

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household budget planning workspace with money and calculator
How do I create a budget and stick to it?

It’s easy to lose sight of what you’re spending week to week, especially if you’re…

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There are many reasons to celebrate a Roth

A Roth savings option can and should be a part of a retirement planning conversation.…

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What happens if I die without a will?

This question weighs heavily with many people, and the answer can vary greatly by state.…

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