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Showing 541 to 550 of 960 results for Planning for Retirement

  • Bonds Still a Good Bet

    After 2025’s rate cuts caused cash yields to fall, investors have more incentive to move out of cash and take advantage of higher intermediate-term and long-term fixed income yields. In this week’s Wealth Insights, PM Brian Schaefer shares why bonds are still a good bet.

  • Unlocking Business Financing: The 5 C’s of Credit and How They Impact Your Loan Application

    Understanding the 5 Cs of credit can go a long way in securing the business loan you need. Here’s everything you need to know about this credit analysis framework.  

  • Unwrapping What Matters: Aligning Holiday Spending with Your Values

    Holiday spending is top of mind for most this December, but CIO Dominic Ceci shares that before you click the “Buy Now” button, you might want to think about how you spend money to create meaning, memories, and a legacy that lasts. Read more in this week’s Wealth Insights.

  • Spending with Purpose

    “Before your next purchase, pause and ask: what’s the most meaningful thing you’ve ever spent money on? Chances are, it wasn’t the most expensive item. It was the one that touched the heart the most,” writes CIO Dominic Ceci, CFA in this week’s Wealth Insights article.

  • Losing a Loved One

    Losing a spouse or another loved one is among the most difficult challenges any of us will face. Let us help you ease the shock and confusion by preparing you to handle your loved one's financial affairs.

  • Work & Career

    Enjoy the life you're building. Learn how your career and financial goals intersect.

  • Dan Hinkle Senior Relationship Banker

    As a Senior Relationship Banker, Dan provides personalized service for clients through a variety of financial solutions. Working closely with his business partners, Dan helps individuals develop customized financial plans with an emphasis on eliminating debt and building wealth. Through open-ended conversations, he learns about each client to create solutions unique to their lifestyle, so they can enjoy and maintain that lifestyle worry-free.

  • 10 Holiday Budgeting Tips That’ll Help You Save

     Looking to stretch your dollars further this holiday season? Implement these holiday budgeting strategies to make the most of your finances.

  • Staying Grounded as Oil Takes the Lead

    In this week's Wealth Insights, CIO Dominic Ceci examines what history shows about geopolitical events and market performance — and why the U.S. economy is far more resilient to oil price shocks than decades ago. The key to navigating uncertainty? Stay aligned with your long-term plan, not the latest news cycle.

  • Lock and Shop

    We will review your income, assets and credit for eligibility. Once approved, your loan officer can provide a pre-approval letter to give to your Realtor before you begin looking at homes.

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