Managing Your Money
Think of all the digital photos, travel rewards, electronic statements, email accounts, drop boxes and social media profiles you've collected through the years. To ensure your fiduciary can access your digital assets, either to preserve, transfer or close accounts, your estate planning documents must indicate how you wish to dispose of them.
Before you know it the college seniors in your life will be launching their careers. It’s an exciting but scary time, and they’re going to need all the support they can get. Here are a few ways you can help new grads get a handle on their financial matters.
Magnetic-stripe transactions have been the credit-card standard for generations. But a new standard has taken over. EMV, which stands for Europay, MasterCard and Visa, is a global standard for cards equipped with computer chips and the technology used to authenticate chip-card transactions. The major difference between magnetic-stripe and EMV-chip transactions is the increased security that EMV provides. But there are many other aspects that allow the new EMV standards to outshine the older magnetic-stripe process.
We strive to make your financial life as easy as possible by offering a variety of tools that allow you to bank when, where and how is most convenient for you. Learn more about the mobile apps you can use to balance your budget, approve wires, set up debit card alerts and more.
Business owners spend their careers striving to succeed and, with a lot of hard work and a little luck, to amass wealth. However, a lawsuit or trying economic times could chip away at that nest egg. Here are four strategies you’ll want to consider to protect your hard-earned assets.
Spring is the perfect time to crack open your windows and deep clean your home. While you’re at it, you may want to take a fresh look at your finances and make sure they’re in order. Here are some areas that you may want to review this spring.
Adding these five financial items to your checklist before your vacation starts will let you focus on the important things—rest and relaxation—while you’re away.
If you want to take advantage of opportunities to save on your 2014 tax bill and get a jump start for the new year, the time to act is now. Here are five ways to wrap up the year and start your 2015 finances on the right foot.
‘Tis the season for annual giving requests from non-profit organizations. In addition to helping a good cause, charitable donations can also make a difference in your tax bill. Here are some general guidelines to keep in mind if you’re planning to make a gift to a charity over the holidays.
Aside from gifts, when you think about all the holiday purchases you make-–decorations, greeting cards, travel, food and cookies, etc.-—it really adds up. Here are some ways to plan your holiday spending so you don’t start 2015 in debt.
Pinnacle - 100 Oaks