Plan for the Unexpected

When you think about financial planning, many think in terms of saving for college or retirement, or investing in the stock market. Sometimes, an overlooked consideration is planning for the unexpected, which can severely impact your ability to generate income and...

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5-2-9 Day

5-2-9 Day

By Theresa Cagle Fry, Senior Vice President and Manager, IRA's and Retirement Planning In the world of finances, May 29 has become synonymous with education planning and saving for college. Why? One the most helpful ways to save for a child or...

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Why College Parents Should Consider a Power of Attorney

Are you preparing to send a child off or back to college? Dorm room decorations, getting the car serviced, and just about every other worry about your “little one” heading off on their own may be passing through your mind. However, one item often overlooked is that...

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Year-End Financial To-Do: 529 Plans and Education Expenses

Year-End Financial To-Do: 529 Plans and Education Expenses

By Debbie Placke, Vice President, Manager Financial Planning Tools and Marketing As the year comes to an end, there are so many things to think about. The holidays, guests, gifts and celebrations are probably all front in your mind. Don’t let all of these...

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How Do You Spell Financial Aid? F-A-F-S-A

How Do You Spell Financial Aid? F-A-F-S-A

By Theresa Fry, Senior Vice President and Manager, IRAs, Retirement and Education Planning October brings a lot of things…cooler weather, falling leaves, pumpkin spice everything, and if you are the parent of a senior in high school planning on going to...

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Summer Savings Strategies: 5/29 Day!

Summer Savings Strategies: 5/29 Day!

By Debbie Placke, Vice President, Manager, Financial Planning Tools and Marketing What is the significance of May 29 (5/29)? Today is recognized at National 529 College Savings Plan Day! Do you know there is a way to save up for the big expense of a...

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