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Your 2023 Checklist for Preparing Your Estate and Tax Planning Documents

December 20, 2022 Personal insights

Don’t wait until March to begin estate and tax planning for this year’s taxes! Get ahead in the new year by gathering all the necessary documentation, including business expenses, statements, and receipts. Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive …

Fake Fraud Alert Scam

December 14, 2022 Personal insights

If you get an SMS message supposedly from your bank about a fraud alert, be wary. The scheme tries to scare you into believing the scammers are representatives of your bank. An automated SMS message will appear on your phone, claiming to be a fraud alert from a banking institution. It’ll then ask if you recently made an instant payment in the …

Holidays Scams and Schemes

December 1, 2022 Personal insights

The holiday season is fast approaching, and with it, comes new fraud and scams that can impact you. Around this time of the year, there is an increase in deposit fraud, job scams, account takeover, and counterfeit check activity that can involve your bank accounts – but there are other scams to be aware of, too. As your trusted financial partner, …

Find Your Fit: Types of Charitable Giving for You to Consider

November 30, 2022 Personal insights

Your financial goals may (and should) include giving to the causes nearest and dearest to your heart. Let’s unpack some actionable strategies you can employ to reduce your taxes while helping those in need. Let’s unpack some actionable strategies you can employ to reduce your taxes this holiday season while helping those in need. The IRS …

Funding Your Home Improvements with a Home Equity Line of Credit (HELOC)

October 31, 2022 Personal insights

Home improvement projects can be sizable undertakings. Whether trying to sell or just looking to spruce things up, the financial commitment can get as steep as the project itself. Have you considered using your Home Equity Line of Credit (HELOC) to tackle your next home improvement project? Your HELOC is a revolving loan with an open credit line …