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Create a Road Map for Your Estate Plan

March 18, 2019
In addition to your legal documents, it's wise to create a “road map” — an informal letter or other document that guides your family in understanding and executing your Estate Plan.

The Fast Track to Successful Student Debt Management

March 05, 2019
With so many people managing student loan debt, our friends at U-Fi are here to provide some helpful tips on how best to erase it as soon as possible.

Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.