Banknotes Blog
How We Became Lake Ridge Bank
We knew right from the start that one of the most important decisions we would need to make was what to name our new bank.
Over the years, it has become evident that elections cause investors to get more concerned about the markets now than they did in the past. This raises stress levels that are due more to election anxiety than reality over what the markets have done during the election season and beyond.
In case anyone has been hiding under a rock, this is a public service announcement: It is time to vote again!
When it comes to planning for the future, life insurance and estate planning are essential components of a comprehensive financial strategy.
While leaving an inheritance is not a new concept, Baby Boomers have developed some trends around the practice that distinguish them from their parents and the giving habits of previous generations. These creative strategies enable the gifter to do all they can to give a little extra and enjoy the process along the way. We delve into several such strategies here.
If you are already making regular contributions to a cause and/or plan to initiate a large gift in the near future, we recommend having a conversation with your wealth advisor. By approaching your charitable giving strategically, you can make your money go further to create a bigger impact.