Blog

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Organizing Tools

May 14, 2019

"Getting more organized" is one of the more common new year's goals, and like most...read more

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Computer & Internet Scams

May 14, 2019 | Money Smart for Older Adults FDIC.gov

Phishing and spoofing scams can dupe older adults into giving out their personal financial information. Phishing scammers create...read more

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Avoiding Telephone and Internet Scams

May 10, 2019 | Money Smart for Older Adults/ FDIC.gov

Older adults are increasingly the targets of scam artists on the telephone who...read more

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Online & Mobile Communication Tools

May 9, 2019

The great enemy of communication is the illusion of it. This sentiment, first written by journalist William H. Whyte in 1950 still applies today. Fortunately, we...read more

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Investment Fraud

May 3, 2019 | Money Smart for Older Adults/ FDIC.gov

Investment Fraud (also known as Securities Fraud) is a term that covers a wide range of illegal activities involving the...read more

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Miscellaneous Tools for Small Business Owners

May 3, 2019

This is a list of miscellaneous virtual tools - from websites that help you build your company's website to apps...read more

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Good Credit is Key to Solid Financial Future

April 28, 2019

Remember it's easier to build a credit score than to repair a bad one...read more

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Identity Theft

April 28, 2019 | Money Smart for Older Adults/ FDIC.gov

Identity theft occurs when thieves steal your personal information (e.g., your Social Security number (SSN), birth date, credit card numbers, personal identification numbers (PINs) or passwords). With sufficient...read more

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Exploitation by Caregivers and In-Home Helpers

April 26, 2019 | Money Smart for Older Adults/FDIC.gov

Unfortunately elder financial exploitation is often perpetrated by family members and other caregivers, and often...read more

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Retirement Options for Business Owners

April 25, 2019

Small business owners are far less likely to have concrete retirement plans than those who are company employees...read more

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Elder Financial Exploitation

April 19, 2019 | Money Smart for Older Adults/FDIC.gov

The Older Americans Act defines elder financial exploitation quite broadly, as “the fraudulent or otherwise illegal, unauthorized, or improper act or process of an individual, including a caregiver or...read more

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Share Your Information with Care

April 12, 2019

It’s easy to find any information you need in today’s connected world. Have you ever Googled yourself? A search...read more

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What Sets Community Banks Apart

April 8, 2019 | Independent Community Bankers of America

What are the primary differences between a community bank and a "big bank?" This article from the ICBA highlights a few of the differences....read more

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How do you retire when you're the owner?

April 6, 2019

Preparing financially for retirement is complicated for everyone, but for small business owners (SBOs) the process often poses...read more

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Teach Children to Save

April 1, 2019

Teach Children to Save (TCTS) is presented by the American Bankers Association Community Engagement Foundation...read more