Tips to Keep Yourself Safe from Scammers During the Holidays

More than ever, we’re shopping online and using our credit cards for purchases. Follow these helpful tips to keep your finances and personal information safe this holiday season.  Scams to avoid  Fake shipment tracking — Many retailers will send emails or text messages to give you updates on order shipments. During the holidays when you are expecting a larger number of packages, scammers will attempt […]

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Wealth Management Tips for Entrepreneurs and Small Business Owners

When you’re an entrepreneur, you’re in charge of all business details — including finances. By taking the time now to think about the future, you can intentionally set your business up for financial security beyond the day-to-day flow of income and expenses. You don’t need an employer to prepare for retirement, get insurance or create […]

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Mobile Wallets: Everything You Need to Know

A mobile wallet is an app that stores your credit and debit card information, so you can make purchases and transfers through your phone, computer or watch without ever pulling out your cards. Elevations Visa ® credit and debit cards work with commonly used mobile wallets. Some widely used mobile wallet apps include Apple Pay®, Google PayTM, Samsung Pay®, Garmin Pay TM, FitBit Pay TM and Visa […]

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How to Start Your Retirement Plan

We often dream about the freedom of retirement. Perhaps you hope to travel the country by RV, purchase a seaside cabin or gift your grandchildren funds for college. But have you thought about how to make these wishes happen? It’s never too early (or too late) to start thinking and planning for your retirement.  Work through the six questions below to put the wheels in motion toward financial security after you collect […]

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6 Benefits of Investing in Real Estate

Have you been wondering about investing in real estate? Owning an investment property can be a great choice, and we’ve outlined six of the biggest benefits here. Keep in mind, whether you invest in real estate, stocks, bonds, CDs or anything else, it’s important to  talk through the potential risks and returns with an experienced professional before committing.   Top reasons to invest […]

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The Shape of Economic Recovery

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.1 This was no great surprise considering widespread business closures due to the coronavirus pandemic and the […]

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