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1. PICK AN ACCOUNT STRATEGY
Every couple handles money differently. We'll help you figure out the best blend of personal and joint accounts for your financial needs.
2. DON'T FORGET THE DETAILS
Little details matter A LOT when it comes to joint finances. Remember to update your beneficiaries, emergency contacts, tax withholdings, and will.
3. PREPARE YOUR BUDGET & TRACK SPENDING
Uniting your financial strategies may mean more accounts to keep track of and more bills to pay. A budget is an important step in your financial journey. Sign up for Internet Banking and Mobile Banking to monitor your spending and balances. Gain peace of mind with financial tools to improve cash flow and convenience.
4. PROTECT WHAT MATTERS MOST
Protecting your loved ones from major financial risks is one of the cornerstones of any sound financial program. It is never too early to be prepared. Our insurance agents can explain the different types of insurance, without the hard sell. Let us introduce you.
5. PREPARE FOR GOLDEN YEARS
The key to retirement is planning early. But it's equally important you plan together. From investments to financial and estate planning, let us connect you with experts who work with you to achieve your goals.