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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

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