Spin on Spending

Congress enacted the Setting Every Community Up for Retirement Enhancement Act in 2019, generally known as the “SECURE Act.” Key elements of the law included new incentives for employers to establish qualified retirement plans, lifting the age for Required Minimum...

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Impersonation scams are one of the most successful ways fraudsters steal money from their victims. This type of scam has proven to be exponentially successful as both business employees and individuals are scammed into sending billions of dollars every year. Here are...

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Holiday shopping is in full swing and protecting your financial information is more critical than ever! According to Adobe®Analytics, the U.S. is expected to reach $221.8 billion in online sales this holiday season, marking a 4.8% increase from 2022. As you conquer...

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It is Halloween and we all know what that means – kids young and old have two things on their minds: costumes and candy! This year, consider using the candy collected as an opportunity to teach financial literacy and saving strategies. Start a candy bank While it may...

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Zelle® allows you to safely, quickly and easily send or receive money from those you trust such as your babysitter, fellow PTA parent or coworker. Whether you just enrolled with Zelle® or have been an active user for a while, keep these tips in mind to ensure you’re...

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Gift cards are popular for birthday gifts, holidays, and many other occasions, and providing a gift card option could elevate your business by increasing customer spending, expanding your customer base, and building brand loyalty! If you are not yet issuing gift cards...

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It can be burdensome to wonder what will happen to your estate upon your passing. However, there are plans you can put in place, with the help of professionals, to alleviate some of that weight. Estate planning is a process designed to help you manage and preserve...

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