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Results for “Category: Personal Banking“

Showing 51 to 60 of 64 results

Article

Give yourself the gift of managing holiday debt

Like almost everything else during the pandemic, your holiday spending was probably different than in years past. In fact, a recent U.S. News & World Report Survey revealed: more than 41% of consumers did not set aside any money to buy gifts this season; and 35% said they would use a credit card to pay […]

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10 practical home-buying tips to write home about

Thinking of purchasing your first home or finding a new house with more space? Here are 10 practical home-buying tips to help you prepare for the best outcome.

Article

Conquer your financial fears

Here are six easy ways to help save money and relieve your financial stress. Learn more.

Article

Condo shoppers: Six potential bumps in the road to a mortgage

As millennials shop for first homes and empty nesters consider downsizing, condominiums are increasingly hot properties. Buying a condo can be the perfect sweet spot between buying a house and renting an apartment, Condos typically come with smaller price tags, require less upkeep than a freestanding property, and are an attractive way to enter–or stay […]

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How Annuities are Taxed

The tax implications of annuities depend on the type of annuity, how you receive payouts, and whether funds invested are pretax or after-tax.

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Estate Planning on Your Terms

If you want to ensure your wishes are heard and your assets are protected after you're gone, proper planning is important. Here's where to start.

Article

“Please Send Cash”: The Rise of P2P Money Transfer Apps

Person-to-person money transfer apps have become so ubiquitous that their various app names are emerging as verbs—with "Venmo-ing" and "PayPal-ing" becoming as commonplace as "Googling."

Article

A Business Owner’s Primer for Wealth Management

Keep your company's finances at the forefront with a look at wealth management from business owner, Joseph Geis.

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An Issue of Trust

Discover why creating a trust could be your smartest, and safest, estate planning strategy.

Article

Understanding Annuities

Annuities come in a number of variations, and, as with any investment, the more you understand how the tool you are using fits your needs, the better.

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