Archive for the ‘Retired’ Category

10 early tax filing tips to save time and money

February 2nd, 2012 Jeff Johnson

Tax season has arrived. Although April 17*, this year’s tax return filing deadline, may seem like a long time from now, it’s not too early to get started. You can easily cut down the number of hours you spend preparing your taxes by starting early and tackling your taxes in bite-size chunks. Here are 10 […]

5 tips for managing holiday debt

January 9th, 2012 Mike Finlayson

With another holiday season in the books, many people end up with more debt than they would like. January is a good time to think about ways to manage debt and make resolutions to achieve financial stability. We’ve pulled together 5 tips to help you get started: Assess your debt. The first step is to […]

6 things you should know about estate planning

December 2nd, 2011 Bob Ross

Putting together an estate plan isn’t the most pleasant of tasks. After all, by doing so you’re acknowledging your own eventual demise. In fact, deciding what happens to your assets when you die is often avoided or passed over. According to an AARP survey, three out of five Americans over the age of 50 have […]

7 tips to manage your holiday spending

November 28th, 2011 Mary Schmidt

The holiday shopping season doesn’t have to leave a permanent mark on your bank account. Kick off the holiday season with some of our tips on how to effectively manage your money while spreading holiday cheer. 1. Estimate holiday expenses and set a budget. Make a list of everyone you have to purchase gifts for, […]

Don’t get lured into a phishing scam – read our 6 tips

November 2nd, 2011 Angie Brown

The American Bankers Association (ABA) has issued a new warning to highlight increases in phishing scams linked to consumer bank accounts. According to reports, perpetrators are using automated dialers, text messages or emails to misinform consumers that their accounts have been closed due to fraud. Consumers are then prompted to enter their card information, including […]

The difference between banks and credit unions

October 31st, 2011 Nick Pfeiffer

Terms like bank and credit union are used interchangeably by most people these days. However, there are some distinct – and significant – differences between these types of financial institutions, including business purpose, ownership and governance. We’ve summarized some of the key differences for you: Banks Banks are by far the most popular financial institutions. […]

9 tips to prevent identity theft

October 17th, 2011 Sue Armbrecht

Identity theft is one of the fastest-growing types of financial fraud. Without even touching your wallet, a thief can steal your financial identity with as little information as your Social Security number. To help raise awareness about this growing issue, the National Foundation for Credit Counseling proclaimed Oct. 16-22 “National Protect Your Identity Week.” To […]

How to set a retirement budget

October 14th, 2011 madmin

This material was prepared for Lee Curry, LPL Financial Advisor, use. If you’re approaching retirement, you’ve probably had several meetings with your financial advisor, toyed with some online retirement calculators and possibly even mapped out some planning documents. Despite all this, you’ve probably also wondered whether you really do have enough savings to retire. Creating […]

7 rules for secure online shopping

September 30th, 2011 Mark Sandvig

With the click of the mouse, shoppers can buy nearly any product online – from groceries to cars, from insurance policies to home loans. According to Forrester Research, 60% of U.S. consumers shop online at least once per quarter. And while that percentage continues to grow, there is still widespread concern about the safety of […]

How safe are you online?

August 11th, 2011 madmin

Online banking makes managing money convenient for millions of American households. With a few clicks of a mouse, you can check deposits and pay bills, which helps save you time and gives you more control over your finances. MidWestOne Bank uses a combination of safeguards to protect your information online. These efforts include employee training, […]

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