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Financial Management for Single Seniors

Most retirees will be single for some period of time, and most of those singles will be women. Throughout the life cycle, financial planning for singles differs from planning for couples...

Private Banking Team: Meet Amy Brown

Amy Brown is an invaluable member of the Private Banking team, building relationships and serving as your single point of contact for all your financial needs.

January 2017 Investment Update

Fourth quarter 2016 GDP fell to 1.9% compared to the 3.5% growth rate experienced in the 3rd quarter, due to export weakness, while consumer spending and private investments contributed positively.

We All Make Mistakes

As we get older, our financial priorities tend to evolve and change. People in their 20s have different priorities for budgeting their money as opposed to someone in their 40s, and so on.

New Rules for a New Year

The month of December seems to show that the consumer side of the economy remains in relatively good shape while the industrial side showed signs of improvement. Let's take a closer look.

December 2016 Investment Update

The month of December seems to show that the consumer side of the economy remains in relatively good shape while the industrial side showed signs of improvement. Let's take a closer look.

Manage Your Debt with 3 Questions

Overspending during the holidays is an easy thing to do. Unexpected gifts and last minute must-haves often push us into the over-spending zone. Let's take a look at consolidating credit.

Investment Overview: 4th Quarter 2016

The biggest story: Donald Trump's election. The US economy has already shown signs of life, with the final reading of third quarter GDP checked in at 3.5%, showing the fastest growth in two years...

Assess Your Retirement Situation at Any Age

The coming of the new year is a time for us to celebrate our blessings in life, but it's also the perfect time to take a look at your financial and retirement situation. Here's a generational look.

Estate & Gift Taxes in 2017

The amount exempt from the federal estate tax goes up to $5.49 million per decedent on January 1, 2017, an adjustment for 2016 inflation.

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