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  • Direct Giving: Part II of VI on Choosing the Right Charitable Giving Approach

    This article continues a our six-part series on charitable giving. In the first installment , we explained the importance of establishing the why before focusing on the how. Now, we’ll take our first step into the how, with a discussion on the simplest method: direct giving.

  • 10 Smart Money Tips for Kids and Teens

    Set your child up for long-term financial success with these money tips for kids and teens. By following these lessons, you can help them develop good financial habits.

  • Shannon Garrity SVP Public Sector Banking

    As Senior Vice President, Public Sector Banking, Shannon collaborates with public entities to provide guidance, partnerships and financial tools that'll create efficiencies in support of their mission. Shannon enjoys getting to know people on a deeper level, which allows her to establish trusted relationships with clients. She has vast experience serving a diverse range of clients including government entities, school districts and utilities.

  • Investing for Gen Z Women: Top Considerations for Success

    Understand the importance of taking control of your financial future through investing. In this article, we provide practical tips and insights to help overcome barriers, gain confidence and build wealth.

  • Find Your “Why” About Charitable Giving

    Wealth Strategist, Joe Maier, JD, points out that while taxes and costs are significant in charitable giving, they shouldn't overshadow the primary focus. Prioritizing these aspects before defining your mission can lead to suboptimal outcomes. Starting with your 'why'—the values and reasons behind your giving—ensures that your efforts are both impactful and personally fulfilling.

  • Learn from Michelle Kwan: Avoid the Destructive Power of Comparative Thinking

    If you were to ask someone, “Would you be happier winning an Olympic silver medal or a bronze medal?” you’d probably be told, “Silver.” Yet several scientific studies have shown that bronze medal winners are almost twice as happy with their accomplishments as silver medal winners.

  • After Tax Rollover Rules: Helpful and Taxpayer Friendly

    While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after‐tax money into the account.

  • Sean Malaney SVP Commercial Real Estate

    As Senior Vice President, Commercial Real Estate Relationship Manager, Sean partners with clients to deliver both credit and non-credit solutions tailored to their specific needs. His approach starts with listening — taking the time to understand a client's full story before structuring a path forward. Sean has extensive experience across various CRE solutions and a wide range of economic environments, so he can advocate what’s best for his clients and their unique situations.

  • Are you saving enough for retirement?

    Here's good news for pilots who are retired or near retirement: we're living longer and are staying healthier than previous generations.

  • Selling Your Home? 10 Financial Considerations Every Seller Should Know

    Selling your home? Discover the essential considerations and tips to ensure a smooth transition.

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