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Aligning Your Finances With Your Goals: Tips from Your Community Bank
December 15, 2023 | Nick Marcotte, Personal Banking Officer
Navigating your finances well requires a few things—including clear goals, helpful financial literacy resources, and a knowledgeable guide like your...
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Building Financial Resilience: Useful Tips for Individuals and Families
December 7, 2023 | Rheannon Huber, Personal Banking Officer
Life is unpredictable—it’s a truism for a reason. This can make navigating life’s milestones difficult—particularly those that require a down...
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The Future of Retirement Savings — How Secure 2.0 Enhances 401(k) Plans
November 30, 2023 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
Planning for your retirement may have just gotten a little easier. Today’s economic climate demands that we prioritize retirement savings to secure...
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A Practical Guide to Weathering Market Volatility in 2024 with Your Local Community Bank
November 20, 2023 | Rheannon Huber, Personal Banking Officer
Although markets will fluctuate, community banks can remain your comforting constant. In other words: Are you looking for peace of mind, stability,...
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Navigating the Regulatory Landscape: What Community Banks Are Doing to Stay Compliant
November 20, 2023 | Shawn Cleveland, Chief Operating Officer
Community banks are highly regulated. This is a good thing. It keeps entire communities safe from unwanted events such as fraud, scams, unfair...
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Understanding Secure 2.0: Key Changes (And How They Could Impact You)
November 7, 2023 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
The financial planning industry is buzzing with news of last year’s retirement reforms. In the last days of 2022, President Biden signed the Secure...
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Cybersecurity in Community Banking: How We Protect Your Data
November 2, 2023 | Jan Nelson, Marketing Director
Here’s an understatement for your day: Cybersecurity is wildly important. Ever heard of someone whose financial information was compromised? The...
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SECURE 2.0 and Your Retirement: Two Quick Reforms You Need to Know
October 30, 2023 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
At the end of 2022, President Biden signed the Consolidated Appropriation Act, 2023. Just another bit of legislation? Not necessarily, as one of many...
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Four Retirement Planning Steps to Take in 2024
October 25, 2023 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
Whether retirement seems far off on the horizon or is excitingly around the corner, you can take steps this year to make your retirement years even...
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How Financial Literacy Can Help You Achieve Financial Stability
September 21, 2023 | Matthew Nelson, Personal Banking Officer
Knowing how to manage your financial health can be tricky. Fortunately, community banks can help. If you need help understanding the nuts and bolts...
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