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• Fraud Unmasked: Navigating Scams, Hacks and Financial Security

  Safeguarding yourself from fraud is now a crucial aspect of financial security. Tune in as Todd Shaffer, Chief Risk Officer discusses ways to spot and protect yourself from fraud, phishing attempts and complex scams.

• Retirement Reality Check: Four Risks You'll Want to Avoid at All Costs

  Learn more as Nicole Farbo, VP Wealth Fiduciary Advisor CFP® shares the top risks retirees may face and how to protect yourself against them. 

• Estate Planning for Digital Assets and Accounts: What You Need to Know

  While “set it and forget it” might be perfect for rotisserie chicken, it’s not ideal for estate planning—especially when it comes to your digital assets, shares Michael Miller in this week’s Wealth Insights column. Michael outlines how you can proactively plan to protect your digital legacy.

• Banks locally, statewide step up to help businesses obtain $8.3 billion in PPP

  Kenosha County banks, and those across Wisconsin, stepped up last month to help 43,400 of the state’s small businesses obtain more than $8.3 billion in federal Small Business Administration Paycheck Protection Program funds.

• How to Avoid Identity Theft: Tips to Safeguard Your Information

  Learn how to safeguard your personal data with our top tips on how to avoid identity theft.

• The Wisconsin Family Summer Bucket List: Financial Edition

  Your family summer bucket list is here with actionable savings tips and financial advice.

• Part II of III: The Goldilocks Planning Solution to the Reduction in the Transfer Exemption

  This is the second article of a three-part series on the use of a spousal lifetime access trust (or SLAT) to eliminate the risk of changes in the estate and gift tax system.

• Public Sector IntraFi Cash Service®, ICS®

  With IntraFi Cash Service, government depositors like you have protection against money market mutual fund restrictions, while putting your cash balances to work in demand deposit accounts and money market accounts, all while earning returns that may compare favorably with other government-backed options.

• Estate Planning

  An estate plan is simply a strategy to take care of the people you care about – including yourself.

• Cybersecurity Threat Landscape

  With the increasing prevalence of cyber threats, understanding how to safeguard your digital life is essential. Learn how to protect yourself here.