Dollars & Sense Blog
Want more detailed information on loans, renting vs. buying, credit scores, or finances? Check out our blog!
15 Tips to Keep Your Data Private
In a technology-centered world, keeping your information and finances safe can seem like an impossible task. To better protect you, we’ve put together a quick guide on how to control who sees your data.
Top Gifts for Everyone on Your List – at Every Price Range
Surprise your friends and family this year with holiday gifts they’ll love. Take a look at our list of gift-giving ideas for everyone on your list to make seasonal shopping a breeze.
Why a Total Return Trust?
Among the reasons clients utilize trusts as their estate planning tool of choice are: avoiding probate, maintaining privacy, or minimizing income and estate taxes. The primary attraction, typically, is the desire to maintain direction and control over assets after they pass.
The COVID Business Cycle
It is no surprise the COVID-19 Pandemic caused both the United States economy and the global economy to come to a screeching halt early in 2020.
Employee Stories: Adrian Villagomez
Adrian’s Perspective – Advancement and Finding Your Passion
Staying Safe While Shopping Online
With the convenience of online shopping comes the risk of having your information stolen by scammers looking to take advantage of you. Follow these helpful tips to keep your finances and personal information safe this holiday season.
Employee Stories: Angie Serratos
Angie’s Perspective – Leadership and Community
Employee Stories: Jake Seckler
Jake's Perspective – Professional Growth and Support