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Saving for all of Life’s Joys

Today, more than ever, people are re-evaluating what brings them joy. The pandemic has led many people to rethink their work schedules, childcare arrangements and the need to take time to appreciate the little things. For some of life’s joys, it can be helpful to do some planning. Whether it’s going to college, buying a home, taking a vacation or even throwing a great birthday or anniversary party, you can enhance these joyful life events by planning ahead.

Buying your First Home
What an exciting time! Buying a house can be intimidating as it’s one of the biggest investments you…


It’s a New Year! What Did 2020 Teach Us?

Happy New Year! We’ve waited all year to say that! It seems to take on a whole new meaning now, doesn’t it? It’s a deeper meaning of hope, starting fresh, and getting back to some level of our “normal” ways of living. 2020 was challenging in many ways to say the least, but it can serve as an opportunity for us to reflect on what we learned. For those of us in the banking industry, we’ve learned to stretch our creativity to find safe ways to service our customers while also protecting our employees. So, what did 2020 teach…


Four Financial Tips for Your Next Trip

Summer has officially arrived and many are headed off to enjoy a relaxing vacation. There are lots of things that come to mind when you’re getting ready for a trip – the security of your financial information probably isn’t at the top of that list. Luckily there are secure and convenient ways to conduct your banking so you can fully enjoy your time away. Below are a few tips to help maintain the integrity of your financial information and give you some peace of mind while you’re traveling.

Mobile banking – Many financial institutions have a mobile banking app


Tips to Help Manage Holiday Spending

With the holidays fast approaching, your to-do list is probably growing: the food, the decorations, the gifts! While we are all ready for the festive fun the holidays bring, is your money ready as well?

In 2017, Americans spent an average of $967 on gifts for family and friends. This cost doesn’t include tree trimming, travel or the added expense for holiday meals. It is so easy to overspend this time of year. Below are some tips that I have found to be helpful to save on holiday spending and ideas to put into practice to help prepare for next…


Remember your BANK when Packing for Vacation

Summer has officially arrived and many are headed off to enjoy a relaxing vacation. With all the convenient ways to conduct your banking, taking care of your finances while you are on vacation can be relaxing too. Below are a few tips I recommend to clients when they prepare for some time away.

Mobile Banking – Bank anytime and anywhere. Mobile banking is the convenient way to view and manage your accounts. You could be sitting by the water watching the waves and with a few simple clicks you can have peace of mind by accessing your account from…


Should You Shop for a New Bank in 2017?

As the New Year is upon us, many are making New Year’s resolutions. Should shopping for a new bank be on your list for 2017? With lots of recent mergers and acquisitions among banks, many people are faced with new procedures and products. Do you have a banker who can help navigate through the process?

When meeting with clients and prospects, I always stress the importance of building a relationship. This approach, known as relationship banking, offers personalized service to customers and provides a broad array of financial products and services that go beyond simple checking and savings accounts. For…

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