Learning Center

Partner with Your Bank to Remove Irritants and Mitigate Risk
When you’re running a business, you have plenty of challenges. Banking shouldn’t be one of them. If you picked a bank based on a flashy rate and found the grass isn’t as green as you expected, seek a partner who is dedicated to you for the long haul. Here’s what to look for.
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Team Up with your Bank to Stay Safe from Fraud
Fraud and Security / How Pinnacle Protects You
While new credit and debit card technology has come with security improvements, the frequency of card transactions and the speed of daily life have contributed to more card fraud. Under federal regulations, your bank or card issuer may be more limited than you think in what they can do to help, especially with debit cards. Read up on the regulations and our tips to thwart fraudulent use of your cards.
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Six Steps for Personal Budgeting
Personal Finance / Managing Your Money
Does it seem like your money disappears as quickly as you earn it? Curiosity about that “phenomenon” is a great cue for the start of a successful budget plan. Follow that spirit of inquiry to find out where all your money has been hiding and put some structure in place in the form of a personal budget.
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Caring for your employees’ financial fitness is the right thing to do and good for your business
Articles / Managing Your Business
Taking care of your employees' financial wellness is the right thing to do - and it can be good for your company. People who are financially stable are happier, healthier and more productive. As your employees’ main source of income, health insurance and retirement plans, you may be best positioned to help. So what can you do about it?
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A Guide to FDIC Insurance
Personal Finance / Managing Your Money
America is bubbling with questions about FDIC insurance. We’ve collected a series of articles with advice on FDIC insurance, including the basics of coverage and ways to structure accounts to get more.
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Protect Yourself from Fraud by Verifying Payment Requests
Fraud and Security / Safe Practices for Businesses
Fraudsters pose extreme threats to our clients if we fail to know who we are working with and ensure they have the authority to provide instructions for payments or alter account information. We strongly recommend that our clients perform similar due diligence. Money sent by wire transfer is highly unlikely to be recovered. Working together, we can protect you from phony requests.
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Does banking technology really make your life easier? Look for these features that really matter.
Personal Finance / Managing Your Money
Technology promises to make your life easier, and sometimes it does. But what we’re after isn’t the latest app or online feature. What we’re really chasing is something that’s simple and saves us time and effort. When it comes to banking technology, these are the features you should focus on: the ones that actually make things easy.
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