Preparing to Apply for a Small Business Loan
Applying for a business loan can be intimidating, but the more preparation you do, the higher your odds of getting your application approved. Here...read more
Blog
Welcome to our Financial Wellness Blog - dedicated to highlighting financial information that's useful to everyone. We've also included a Community Spotlight to promote volunteer organizations in our hometowns - Carmel, Dunkirk, Fishers, Hartford City, Knightstown, Lewisville, Montpelier, New Castle, Pendleton, Rushville, and Union City. If you'd like to submit an article for a non-profit, please read this or email Leah Driver. Thank you!
Task Management Tools for Small Business Owners
Everyone feels like there aren’t enough hours in the day, but this is especially true for entrepreneurs. There are so many aspects to owning a business – which is why it’s important to find the right tools to help. To celebrate #SmallBusinessMonth, we’ll be sharing...read more
Avoiding Charity Scams
If you are considering a request for a donation to a charity, do some research before you give. By finding out as much as you can about the charity, you can avoid...read more
Tools for Writing Your Business Plan
Your Business Plan truly is the first step toward success or failure. It only makes sense to take advantage of...read more
Phantom Debt Collection Scam
Scam debt collectors try to trick their victims into paying a debt that doesn’t exist. These phony debt collectors often contact older adults by phone...read more
Organizing Tools
"Getting more organized" is one of the more common new year's goals, and like most...read more
Computer & Internet Scams
Phishing and spoofing scams can dupe older adults into giving out their personal financial information. Phishing scammers create...read more
Avoiding Telephone and Internet Scams
Older adults are increasingly the targets of scam artists on the telephone who...read more
Online & Mobile Communication Tools
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
Investment Fraud
Investment Fraud (also known as Securities Fraud) is a term that covers a wide range of illegal activities involving the...read more
Miscellaneous Tools for Small Business Owners
This is a list of miscellaneous virtual tools - from websites that help you build your company's website to apps...read more
Good Credit is Key to Solid Financial Future
Remember it's easier to build a credit score than to repair a bad one...read more
Identity Theft
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
Exploitation by Caregivers and In-Home Helpers
Unfortunately elder financial exploitation is often perpetrated by family members and other caregivers, and often...read more
Retirement Options for Business Owners
Small business owners are far less likely to have concrete retirement plans than those who are company employees...read more
