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Building Wealth for the Future: A Wealth Management Roadmap
March 12, 2024 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
Wealth management isn’t just a lofty goal for people with large amounts of resources. It’s an essential part of financial health for everyone—no...
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The Ins and Outs of Personal Loans in 2024: What You Need to Know
February 6, 2024 | Nate Palczewski, Business Development Manager
While personal loans aren’t often the first financial tools people think of when they need cash, they arguably should be. Personal loans are more...
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Financial Check-In: What Experienced Wealth Managers Want You to Track
February 2, 2024 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
New calendar, new year—it’s a fresh start, and that means it’s the perfect time for a financial check-in. Why? Because knowledge is power, especially...
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Travel Safe! How Your Community Bank Protects Your Assets While You're Away
January 3, 2024 | Raylan Benning, Personal Banking Officer
Before jet-setting on your dream vacation, make sure to check in with your community bank. The financial team there has tips and tricks to help you...
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2024 Small Business Owner’s Guide: How to Get an SBA Loan
December 20, 2023 | Scott Spillman, Arizona Bank President
Is it time to apply for an SBA loan? This invaluable small business resource can make a huge difference for you and your business, but you need to...
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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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