A Breakdown of Different Investment Types
As a financial advisor, guiding clients through the complexities of various investment options is a key part of my role. Understanding the different types of common investments—stocks, bonds, mutual funds, and ETFs—is crucial for building a well-rounded portfolio. This blog post will provide a comprehensive breakdown of these investment types by exploring what they are, […]
SECURE Act 2.0: Updates To Retirement Savings for 2024
The SECURE Act 2.0 was signed into law on December 29th, 2022, and the legislation is introducing updates and changes affecting employer-sponsored retirement plans, many of which becoming effective in 2024. These amendments aim to enhance retirement savings opportunities for American workers and offer employers more flexibility in providing retirement benefits. The SECURE Act 2.0 […]
Trust Services: Planning a Successful Estate Sale
Senior Trust Officer Mike Tallman, CFP®, CTFA and Trust Administrator Jenny Hubbard visited the site of a recent estate sale to explain how our team inventories, distributes, and disposes of belongings left behind once someone passes.
Investing in the Next Generation
Remember to offer others the same courtesy you were given as you transformed into the leader you are today. Invest in their development wholeheartedly and be courageously vulnerable with them. If we improve marginally each day, there is no doubt in my mind our community will be in great hands for generations to come, and our Just Cause intact for someone else to push forward.
Why I Check My Bank Account Daily – And Why You Should, Too
With cash purchases becoming less and less frequent thanks to the ubiquity of debit and credit cards, the practice of monitoring daily spending habits has become an increasingly important topic for many.
2019 Business on a Roll Award
What has driven our intensity to work and serve has been our mission and cause; and that passion is not limited to our CEO and executive management. It permeates through our entire organization and everyone that serves as part of the “whole.”
Why Open a “my Social Security” Account Online?
The best way for workers to regularly obtain and review their benefit information now is to sign up online through the Social Security Administration directly. Annual updates to your benefit estimates are available for your review approximately three months prior to your birth date.
