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Dream BIG, and Create a Plan with Purpose!

how to reach financial milestones

Big dreams are exciting, but they can also feel overwhelming. Whether it’s buying your first home, paying for education, starting a family, or funding a special life experience, achieving these milestones requires more than wishful thinking. It takes a plan, patience, and consistent action. The good news? You don’t have to do it all at once. […]

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Establishing a Financial Foundation

financial foundation

Every financial story has its plot twists…those moments when life throws something unexpected your way. A flat tire. A medical bill. A surprise home repair. Even the most carefully crafted plan can take a hit when the unexpected happens. The truth is, it’s not if, it’s when. Emergencies are a part of everyone’s financial story. The key to […]

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Establishing a Spending and Savings Plan

america saves week

To create a plan to reach personal financial goals that will reflect your values and allow you to live in a comfortable manner, you want to understand what you’re currently spending your money on, what you can realistically afford to spend, and how these align with your priorities. Using the Spending and Saving Tool is […]

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Holiday Fraud tips

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New Fraud Alert

fraud alert

Security Alert from United Community Bank Beware of Fraudulent Phone Calls to Businesses Requesting help with a problem ACH File. We’d like to alert you about a recent scam targeting bank and credit union customers. Fraudsters may call your business, impersonate our institution, and claim there is a processing issue with an ACH file or transfer/deposit…. They may […]

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