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May Day Open House 2021

May Day Open House 2021

Posted On: April 12, 2021 by First Option Bank in: Branch Highlights, Community Commitment, Insurance Services, Investment Services, News, Trust Services

In a world full of options, we are grateful to be your First Option in handling your Investment and Trust Administration needs. 


We're having our annual May Day Open House, on Friday, April 30, 2021 from 10am - 4pm. We hope you can come by and enjoy: 

Specially Packaged May Day Cupcakes Bouquets and Flower Seed Giveaways (while supplies last) Drawing for Fun Spring Items   and More!


Thank you for the confidence...

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Tags: First Option Financial Services, May Day, Open House

February 2021 Economic Update

February 2021 Economic Update

Posted On: February 1, 2021 by First Option Bank in: Financial Wellness, General, Investment Services, News, Trust Services

In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.

Monthly Economic Update
 

Presented by First Option Financial Services, January 2021
 

U.S. Markets

Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity...

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Tags: Economic Update, First Option Financial Services

Economic Update

December 2020 Economic Update

Posted On: December 1, 2020 by First Option Bank in: Investment Services, Trust Services

In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events.

Monthly Economic Update
 

Presented by First Option Financial Services, December 2020

 

U.S. Markets

Stock prices powered higher and emboldened investors in November thanks to a series of positive news events.

The Dow Jones Industrial Average,...

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Tags: Economic Update, First Option Financial Services

Estate Planning Education

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

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

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

Community Cafe

Roth IRA is a Tax Code, Not an Investment

Posted On: August 26, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services

 

Tags: Community Cafe, Financial Services, Financial Wellness, First Option Financial Services, Investment, IRA, Roth IRA, tax

Community Cafe

Using Specific Estate & Tax Planning Techniques for Your Benefit

Posted On: August 19, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Trust Services

 

Tags: Charitable Foundations, Christian Toman, Community Cafe, Estate Planning, Tax Planning

Community Cafe

Managing Fear and Greed With Your Investments

Posted On: August 12, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services

 

Tags: Christian Toman, Education, Financial Services, Financial Wellness, First Option Financial Services, Investments

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

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