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Archive - July 2020

Market Insights with Mike

Market Insights with Mike | July 31, 2020

Posted On: July 31, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services

 

 

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

Community Cafe

What you need to know about powers of attorneys and healthcare directives

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

 

 

Tags: Community Cafe, Financial Services, First Option Financial Services, Healthcare directives, Powers of Attorneys

Market Insights with Mike

Market Insights with Mike | July 24, 2020

Posted On: July 24, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Trust Services

 

 

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

Community Cafe

Is your Trusted Advisor a Sales Person or a Business Owner?

Posted On: July 22, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Business Owners, Community Cafe, Employees, Relationships, Sales, Trusted Advisor

Market Insights with Mike

Market Insights with Mike | July 17, 2020

Posted On: July 17, 2020 by First Option Bank in: Financial Wellness, Investment Services, Tips & Tricks

 

 

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

Community Cafe

2nd Marriages & Blended Families

Posted On: July 15, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Blended Families, Community Cafe, Estate Plan, merge assets, pre-nuptial agreement, Second Marriage

Market Insights with Mike

Market Insights with Mike | July 10, 2020

Posted On: July 10, 2020 by First Option Bank in: Financial Wellness, Investment Services, Tips & Tricks

 

 

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

Community Cafe

I've Finished My Estate Plan, Now What

Posted On: July 8, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

 

Tags: Community Cafe, Estate Plan, Estate Planning

July 2020 Economic Update

July 2020 Economic Update

Posted On: July 2, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, News, Trust Services

In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings.

Monthly Economic Update

Presented by First Option Financial Services, July 2020

U.S. Markets

Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening.

The...

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Tags: Economic Update, First Option Financial Services

Community Cafe

More Money & Less Taxes in Retirement

Posted On: July 1, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

Tags: Community Cafe, Retirement, Taxes

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