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Financial Wellness

Estate Planning Education

Posted On: October 21, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...
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Tags: Estate Planning, Financial Education, Financial Services, Financial Wellness, First Option Financial Services

Get Smart About Credit Day 2020

Posted On: October 15, 2020 by First Option Bank in: Financial Wellness, General, Tips & Tricks

Get Smart About Credit Day is today - is your score where you want it to be? The first step to building healthier credit habits is a good foundational understanding of what credit is and how it works. We have a few quick tips to get you started.
  Our financial education center offers personalized education to help you learn more about:


● Ways to build or improve your credit score
● How your credit can affect your financial life
● How to monitor...

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Tags: Credit, Financial Education, Financial Wellness

Credit Cards

Posted On: October 14, 2020 by First Option Bank in: Financial Wellness, General, Tips & Tricks

83% of adults in the US have at least one credit card. A credit card can be a great financial tool with many benefits, but its important that consumers also understand the consequences if they don’t use their cards responsibly. Review this topic to learn more about: How credit cards work The benefits and risks of credit cards How credit card use influences your credit score

Reference

 

CLICK HERE To Learn More Now
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Tags: Credit Cards, Financial Education, Financial Wellness

Market Insights with Mike

Market Insights with Mike | October 9, 2020

Posted On: October 9, 2020 by First Option Bank in: Financial Wellness, Investment Services

 

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

Reporting Elder Financial Abuse

Posted On: October 8, 2020 by First Option Bank in: Financial Wellness, General, Tips & Tricks

Elder financial abuse is a widespread epidemic that, too often, goes unreported. Do you know how to spot common signs of elder financial fraud and what to do if you discover it?

This course will help you:

Understand financial abuse and be able to identify warning signs Discover resources and support available for victims Identify the rights and responsibilities of financial institutions in reporting Click Here to Learn the signs Now
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Tags: Elder, Elderly, Financial Abuse, Financial Education, Financial Wellness, Reporting, Tips & Tricks

October is Financial Planning Month

Financial Planning Month 2020

Posted On: October 3, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

October Is Financial Planning Month Six areas of personal finance to review.


When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1

Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...

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Tags: Financial Planning, Financial Planning Month, Financial Services, First Option Financial Services, Insurance, Investments, October, Personal Finance, Trust, Wealth Management

Market Insights with Mike

Market Insights with Mike | October 2, 2020

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

 

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

Community Cafe

Long Term Care

Posted On: September 30, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

 

Tags: Benefits, Community Cafe, Insurance, Long Term Care, Long Term Care Planning, Senior Care

Market Insights with Mike

Market Insights with Mike | September 25, 2020

Posted On: September 25, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks

 

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

Market Insights with Mike | September 18, 2020

Market Insights with Mike | September 18, 2020

Posted On: September 18, 2020 by First Option Bank in: Financial Wellness, General, Investment Services

 

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

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