Setting a New Course for Retirement

September 09, 2016
The full retirement age has changed over the years. With the push back in age, retirement just isn’t what it used to be. Today, it’s a whole new adventure.

Clinton v. Trump on Estate Taxes

September 09, 2016
The federal estate tax has remained unchanged since 2012, giving estate planners and their clients time to adjust to the permanent larger exemption and the portability of the exemption between spouses

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.