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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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The Small Business Owner’s Guide: How to Manage The Finances of Your Small Business
August 30, 2023 | Amanda Mernitz, Personal Banking Officer
Managing the finances of a small business, especially a solo one, can be completely overwhelming. There’s a lot to juggle, from cash flow management...
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How to Choose the Best Retirement Plan for Your Goals
August 21, 2023 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
Choosing the right retirement plan isn't simply a matter of numbers and percentages. Retirement planning is all about ensuring a comfortable, secure...
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Individual Retirement Account (IRA): What Is It, and When Should You Have One?
August 17, 2023 | Julie Andresen, Senior Vice President - Wealth Management, RPA, CEBS
Individual retirement accounts (IRAs) may not be an exciting priority to younger investors. And, unfortunately, managing your IRA can feel scary if...
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Navigate Life's Important Moments with Your Community Bank: Having Kids
August 2, 2023 | Rheannon Huber, Personal Banking Officer
If you’re already a parent, we don’t need to tell you that kids are expensive. Even if you don’t have kids, you likely have some inkling of the costs...
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