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Archive - January 2021

Mindful Living

Tips for Mindful Living

Posted On: January 27, 2021 by First Option Bank in: General, Tips & Tricks

In today’s world, there are lots of potential sources of stress, including your finances. Learn about strategies you can use to practice mindful living and reduce stress on your mind and body. Learn how to de-stress by understanding: The different types of stressors and how they impact the body The positive effects of practicing mindfulness How to create a personal plan for living mindfully CLICK HERE To Learn More
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Tags: Mindful Living, Tips & Tricks

Market Insights with Mike

Market Insights with Mike | January 22, 2021

Posted On: January 22, 2021 by First Option Bank in: Investment Services

 

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

Family Conversations About Money

Family Conversations About Money

Posted On: January 19, 2021 by First Option Bank in: Financial Wellness, General, Tips & Tricks

Money can be a difficult thing to talk about – but having proactive, honest conversations about money within your family can help reduce stress and improve the financial capability of generations to come. Take this short course to learn more about: Identifying the appropriate family members to include Strategies to make conversations productive How to develop an action plan to create positive financial behaviors CLICK HERE To Learn More
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Tags: Family, Financial Education, Financial Habits, Personal Finance

Market Insights with Mike

Market Insights with Mike | January 15, 2021

Posted On: January 15, 2021 by First Option Bank in: Investment Services

 

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

Healthy Financial Habits

Tips for Healthy Financial Habits

Posted On: January 12, 2021 by First Option Bank in: Financial Wellness, General, Tips & Tricks

Many American workers save for retirement with a 401k plan. If your job offers a 401k plan as a benefit, it’s important to take advantage of it and interact with this short learning experience to determine how to maximize the money you are putting into it. This lesson will explore: The different types of 401k plans Common features of 401ks, including funding options, limits, and tax savings Options and restrictions around withdrawing money from your 401k CLICK...
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Tags: Financial Education, Financial Habits, Financial Wellness

Debt Management Education

Posted On: January 5, 2021 by First Option Bank in: Financial Wellness, General, Tips & Tricks

Approximately 80% of Americans are in debt – but debt is always a bad thing! Credit cards, student loans, and mortgages are all examples of debt. Learn how to make a plan to manage your debt, with insights around: How to determine how much debt is too much How to calculate your debt-to-income ratio Different strategies to help you pay down debt Reference   CLICK HERE To Learn More
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Tags: Debt, Debt Management, Financial Education, Financial Wellness, Personal Finance

January 2021 Economic Update

January 2021 Economic Update

Posted On: January 1, 2021 by First Option Bank in: Financial Wellness, General, News

In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

Monthly Economic Update
 

Presented by First Option Financial Services, January 2021
 

U.S. Markets

A tumultuous year ended on a positive note as stocks rose in December, spurred by the rollout of multiple COVID-19 vaccines and the signing of...

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Tags: Economic Update, First Option Financial Services

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