Options for Planned Giving
Have you ever wanted to make a significant planned gift to a nonprofit or charity, but don’t know what your options are? There are a
January 29, 2016
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Health Category: Finances
Navigating the World of Healthcare Advance Directives, Part Two
This is part two in a four-part series dedicated to an in-depth examination of advance directives: who is eligible to make an advance directive, what
August 14, 2015
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Navigating the World of Healthcare Advance Directives, Part One
This is part one in a four-part series dedicated to an in-depth examination of advance directives: who is eligible to make an advance directive, what
August 7, 2015
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Protect Against Identity Theft
Thieves have become more sophisticated over the years, and unfortunately, the chances of someone stealing your identity are increasing. Following are some ideas how to
April 10, 2015
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Do Veterans Benefits help cover the cost of Assisted Living?
by McKenzie Millis, Healthcare Marketing Specialist When preparing to make a move to Assisted Living, it is common to ask “How I am going to
August 15, 2014
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Debit Card No-No’s
Q: I like the convenience of using my debit card, but I’m worried about the security. Are there places I should avoid using my debit
May 16, 2014
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File Your Taxes Before the Fraudsters Do!
If you haven’t yet started working on your returns, here’s another reason to get motivated… Tax criminals and identity thieves may very well beat you
February 18, 2014
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Social Security – Keep It Secure
By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community Pursuant to a new Federal regulation, as of March
August 30, 2013
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Benefits of a Joint Bank Account
By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community A joint bank account lets you name a co-owner
August 19, 2013
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Personal Documents: Save or Shred?
By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community Do you keep boxes of old bank statements, files
July 23, 2013
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