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Investment Services

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

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

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

Market Insights with Mike

Market Insights with Mike | September 11, 2020

Posted On: September 11, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks

 

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

Market Insights with Mike

Market Insights with Mike | September 4, 2020

Posted On: September 4, 2020 by First Option Bank in: Financial Wellness, Investment Services

 

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

Community Cafe

An Overview of Social Security Rules and Benefits

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

 

Tags: Benefits, Community Cafe, Financial Services, Financial Wellness, First Option Financial Services, Rules, Social Security

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