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Archive - May 2020

Market Insights with Mike

Market Insights with Mike | May 29, 2020

Posted On: May 29, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks

 

 

Tags: Financial Services, Financial Wellness, First Option Financial Services, Investment, Market Update

Community-Cafe-May-27

Parenting from the Grave

Posted On: May 27, 2020 by First Option Bank in: Financial Wellness, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Financial Wellness, Tips & Tricks, Trust

Market Insights with Mike | May 22, 2020

Market Insights with Mike | May 22, 2020

Posted On: May 22, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, News, Tips & Tricks

 

 

Tags: Financial Services, First Option Financial Services, Market, Market Insights, Market Update, Mike McCauley

“5 Critical Estate Planning Documents to Have to Protect Your Family, Money & Property”

5 Critical Estate Planning Documents to Protect Your Family & Assets

Posted On: May 20, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

 

 

Tags: Assets, Estate, Estate Planning, Protect Your Family, Tips & Tricks

Community Cafe Recording

What the Investment Committee Does and Asset Alocation

Posted On: May 13, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Asset Alocation, Assets, Financial Services, Financial Wellness, Investment, Investment Committee, Tips & Tricks

Tax Day 2020

Details on the Tax Deadline Extension

Posted On: May 11, 2020 by First Option Bank in: Financial Wellness, General, News, Tips & Tricks

Details on the Tax Deadline Extension

The I.R.S. is giving you three additional months to file and pay.


The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes owed for 2019.1

  

Beyond these important details,...

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Tags: Extension, News, Tax Deadline, Taxes, Tips & Tricks

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