Understanding and Avoiding Money Laundering Schemes In the ever-evolving landscape of financial security, one of the less visible but highly damaging roles an individual might inadvertently play is that of a “money mule.” Understanding what a money mule is and how to avoid becoming ensnared in such schemes is crucial for protecting not only your…
Your credit union was pleased to host Shred & Tech at our San Antonio Branch! Shred 360 shredded stated that they shredded 4,800 lbs., and Rocycle said they collected 1,300 lbs. of Tech! Thank you for participating in our community recycling event!
“Buy Now, Pay Later” (BNPL) services have become increasingly popular, offering a tempting alternative to credit cards. A 2022 report from the Consumer Financial Protection Bureau found that from 2019 to 2021, the number of BNPL loans originated in the U.S. by the five lenders it surveyed grew from 16.8 million to 180 million, highlighting…
“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” — Benjamin Graham
We were honored to show our support for the community and pay tribute to the memory of all who were lost during the September 11 attacks by participating in the Rotary Club of Wesley Chapel 9/11 Memorial Mile & 5K on Saturday. The walk raised funds for the Rotary Club of Wesley Chapel First Responders Scholarship Fund…
As you approach 60 you’ll start thinking more and more about your financial stability. When can I retire? Do I have enough? Am I prepared mentally as well as financially? While these are only some of the MANY questions running through your mind it’s right that you’re asking them. With retirement no doubt on the…
As summer hits its stride, the idea of financially preparing for the holidays might feel like overkill. Consider this: money is the most cited source of stress during the holidays, with 58% of US adults worrying about overspending or not having enough money.
As you get closer to retirement, it’s important to avoid certain pitfalls that can undermine your financial security. Drawing from my experience helping clients prepare for this significant life stage, here are three common mistakes to steer clear of:
For first-time home buyers, the mortgage application process can seem like an obstacle course. You hand off all your personal information, jump through the qualifying hoops, and clear the lender’s hurdles. Gathering as much information as possible about your finances before you start your application will help you better prepare to find the best mortgage…
We were proud sponsors of the Zephyrhills Chamber of Commerce’s “Incredi-BOWL ZHills” on May 18th, where team members bowled to raise money for the local scholarships.