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Tips & Tricks

How to Plan Your Financial Life in a Sensible Way

Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager What is my personal net wor...

January 7, 2019

How to Create a Personal End of Year Financial Report

It’s official: 2019 has arrived. Happy New Year! As you finalize your savings and budgeting plans for 2019, one of the m…

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November 14, 2018

What the IRS Announcement Means for Your Retirement Savings Plan

Earlier this month, the Internal Revenue Service (IRS) made their annual announcement regarding changes to maximum contr…

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September 6, 2018

Making Your Money Work for You

Now that Labor Day is behind us, it’s time to start looking ahead to the final stretch of 2018. You’ve worked hard for w…

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August 27, 2018

Is 2019 the Right Time to Increase 401k Contribution?

In an earlier post, we reviewed four ways to get your retirement savings into shape for the coming year. In this FutureT…

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August 22, 2018

Get Your Savings and Retirement Plans in Shape for 2019

As we inch closer to the fourth quarter, cooler weather, holidays and plans for the year ahead are slowly coming into vi…

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August 15, 2018

Starting a Rainy Day Fund

You’re on top of your monthly payments, you are steadily paying down your debt and you (usually) stick to your weekly ho…

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July 31, 2018

5 Keys to Achieving Financial Independence

When many of us think about achieving financial independence, we picture a cookie cutter future of retired bliss. But ju…

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July 16, 2018

Are You Ready to Be a Landlord?

What You Need to Know as a First Time Landlord
As you likely already know, purchasing real estate can be a great way to …

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October 25, 2016

Investing in Your Happy Place

If your annual trek to the beach or mountains leave you yearning for more than a seasonal rental, you’re not alone. Acco…

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