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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

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