Skip to Content
Close Icon

Trust 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...
Read More

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,...

Read More

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

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

Select Online Account