Archive for October, 2016

Is a third-party executor the best choice for you?

Is a third-party executor the best choice for you?

October 20th, 2016 Dennis Mitchell

One topic that invariably comes up during the estate planning process is the designation of an executor. The executor is the person or persons you designate in your will to carry out your directions and to dispose of your assets as you have instructed. Generally, the role of the executor is to make sure debts […]

entrepreneur

Operating a small business? Here are our best money management tips …

October 6th, 2016 madmin

As a small business owner, one of the most intimidating aspects of running a business can often be managing the finances. Being a subject-matter expert in your chosen profession means that you may not have experience with the day-to-day aspects of running a business, let alone overseeing the finances. That’s where expert help is crucially […]

Charlie Funk

A note from Charlie – the practices of a small town banker

October 6th, 2016 Charlie Funk

I’ve been writing occasional articles about the “keys to success” for banks – large and small – as described by JP Morgan CEO Jamie Dimon. I have received much feedback about these articles and I do, of course, appreciate each note of comment. Today, I will write about the practices of a small town banker, […]

How to get your feet wet with investing

October 6th, 2016 Mike Finlayson

Investing can be intimidating – especially if you’re just starting out on your own. While you want your money to work as hard as you do, it can be difficult to determine where to start. Should you open an IRA account or put all your money in a 401(k) account? What are bonds? How should […]