How to Plan Your Financial Life in a Sensible Way
Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager What is my personal net wor...
5 Benefits of Working with a Financial Planner
Whether you are at the beginning of your career, or you are approaching retirement, the key to being set up for a strong…
How the Latest IRS Announcement Can Affect Your Retirement Savings in 2024
Late last year, The Internal Revenue Service (IRS) revealed a few changes to the rules around retirement plan contributi…
How to Plan Your Financial Life in a Sensible Way
Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager
What is my personal net wor…
How to Give Yourself an Annual Financial Check-Up
Written by Marlene Piche, SVP Branch and Business Banking
Creating a financial plan for you or your family is a great st…
Banking Basics: What is Financial Planning?
From creating a clear set of goals to putting you on track to build wealth, financial planning has several benefits. And…
What You Need to Know About Leaving a Legacy
Estate planning and leaving a legacy discussions can be a little scary or a little exhilarating, and sometimes both. For…
What to expect from your first financial planning meeting
Maybe you’re wondering how you’ll pay off your college debts. Or you just got married and are merging your finances wit…
Transferring wealth to the next generation
Over the next 25 years in the U.S., about $68 trillion in wealth is going to change hands, as it is transferred from old…
Understanding the impact of COVID on the economy.
Written by E. Keith Wirtz, CFA®, Vice President & Chief Investment Officer, Union Savings Bank.
The Coronavirus Pandemic…