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...
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...
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Many love the feeling of a satisfying gift to a loved one. For those that may face a potential federal or state estate tax, making annual gifts to loved ones can feel even...
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...
By Debbie Placke, Vice President, Manager Financial Planning Strategies and Marketing This spring and summer the whole world is living through something that has never been experienced in our lifetimes. With the COVID-19 pandemic at its peak and...
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...
By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies Interest rates have become a hot topic these days. Many people complain there aren’t any bonds paying a good enough rate. Meanwhile, President Trump complains that the...
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...
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...