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  • Now That I Have Put Meaning to Money, What Am I Going to Do About It?

    “If you hired a biographer to write about you, and all they had were your credit card statement and your calendar, what story would they tell?” From Joe Maier, JD, here’s a proven approach to putting money to meaning—at a time of year when many of us reflect on what’s come before and what lies ahead.

  • Details Matter in Roth IRA Conversions

    "Roth IRA conversions can be a tax-savvy move, especially when executed during years of low income or down markets. But they’re not a one-size-fits-all solution,” shares Wealth Portfolio Manager Kyle Tripp in the week’s Wealth Insights article.

  • To Rent Vs. Buy: Are you ready to own a home?

    Buying a home is a big decision, and probably one of the largest purchases you’ll ever make. But purchasing a home is more than just a transaction; it’s an opportunity to gain independence and build equity. Perhaps you’ve been a long-time renter looking to take the next step into homeownership. Or maybe you’re a potential first-time homebuyer ready to jump into the market. A life-changing commitment like this one leaves many potential homebuyers asking the question: “Should I rent, or should I buy?”

  • The Key to Financial Health - Start Saving

    Whether you’re just starting to save or have fallen out of the habit, it’s never too early or too late to take the first step toward achieving your financial goals. No matter where you are on your savings journey, Lynn Carlson, VP, Consumer Banking Regional Manager, outlines several key savings vehicles and considerations to help you achieve your short, mid and long-term financial goals.

  • Steve Tangwall VP Commercial Banking

    As Vice President, Commercial Banking, Steve works with businesses, large and small, to provide financial solutions tailored to meet their goals. As a lifelong resident of Rice Lake, he has a great understanding of the area's economy and the unique needs of those in the community.

  • Ana Marino AVP Commercial Banking

    As Assistant Vice President, Commercial Banking, Ana provides lending solutions for businesses in the Hayward community. With more than 17 years of experience underwriting commercial loans, Ana understands the unique needs of companies in various industries throughout Northwest Wisconsin. As a financial professional truly invested in her clients’ success, Ana is dedicated to helping companies grow their business through flexible financing options.

  • Angela Walton AVP Commercial Banking

    As Assistant Vice President, Commercial Banking, Angela partners with a team of financial professionals dedicated to providing exceptional service for businesses and families throughout her community. She follows a relationship-driven and consultative approach that’s focused on understanding her client’s goals and connecting them with the right products and solutions. Angela values building trusted relationships and providing thoughtful guidance that supports her client’s long-term success.

  • What You're Feeling Is Normal, Biological and Curable: Loss Aversion, Regret Aversion and Herd Mentality

    It is hard to remember any time comparable to the last couple of weeks. We are faced with multiple types of fear: fear of the unknown (both medical and economic); fear for our loved ones, our lives and our lifestyle; fear of bad math and fear of scary math. This article will cover what it will cover are those fears our brains create that could have a detrimental impact on our economic future.

  • Location, Location, Location

    Wealth Portfolio Manager Kelsey Ellsworth, CFA shares that in addition to asset allocation mix, it is just as important for our investment team to consider which types of assets are best suited for each account type to boost returns and maximize tax savings.

  • Home Equity Loans & Lines of Credit

    As life changes and your needs shift, use the equity in your home to finance your next goal. Maybe you’re considering a home improvement, a new vehicle or want to consolidate debt. Whatever your project or plans, a home equity loan or line of credit can help you achieve them.

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