Tag Filtered:
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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,...
Read More
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...
Read More
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...
Read More
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...
Read More