Latest Posts

Do you want to pay more taxes this year?

by Chad Hassinger on Sep 6, 2018

Finance, Tax Planning

By Steve Barrett, CFP®, AWMA®, AIF®, CPWA®
Vice President of Wealth Management

I am guessing most of you would answer “no”. In fact, I would expect everyone would like to pay less in taxes. However, the new tax law reduced many of the individual tax brackets only through December 31, 2025 (barring any action by Congress or the President). Therefore, it may make sense to pay taxes now in order to pay fewer taxes throughout your lifetime.

Technology Tips

by Chad Hassinger on Aug 28, 2018


By Josh Lawrence
Information Technology Manager

Unlike a chair, shirt, or car however – the devices you use for online communications may not show obvious signs they are in need of replacement. I have personally seen devices that are several years old – yet due to the owner’s meticulous care - could pass for new if I didn’t know better. Unfortunately, there is more to consider when replacing these devices than the physical condition or performance.

Financial Fraudsters Preying on Boomers & Elders

by Chad Hassinger on Jul 31, 2018

By Jeremy D. Schares, CFP®, CRPC®
Vice President, Wealth Management

When I started out in the banking industry, it was common for many to come in to the bank with a copy of an email that they had received stating if they sent money, they were promised an exponential return on those funds. Most of these emails were littered with typos and poor grammar that made it easily identified as false. Now scammers have gotten better at making communications appear legitimate.

Is Social Capital a possible way to increase my charitable giving and improve my financial position?

by Chad Hassinger on Jul 26, 2018


By Michael A. Jankowske, CFP®
Vice President, Estate and Charitable Planning

Every year, the government knocks on your door to collect taxes. Once your income is in the government’s coffers, the government allocates a portion of it to a number of expenses, including those incurred for the common good and in the public interest, such as social security, unemployment, Medicare, health and military.