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Holiday Spending Tips

‘Tis the season to be surrounded by beautiful store fronts and advertisements enticing you to spend, spend, spend. While this philosophy helps retail stores have a profitable year-end, your budget might be feeling the hit well into the new year. Believe it or not, it is possible to make it through the holidays and start the year off with your … Continue reading
Window shopping

Turning 65? What You Need to Know About Medicare

The solicitations have started pouring in, it seems everyone knows you’re turning 65 and they want you to buy their Medicare insurance.  Before you swear-off checking your mail; here are some key pieces to remember as you approach 65. You should be receiving information from Social Security or Centers for Medicare and Medicaid Services. These are the two federal agencies … Continue reading
couple camping in woods

The Holidays are Here. Are You Ready?

The holidays are a time to spend with family and friends, experience the joy of giving, and participate in countless other traditions you hold dear. While you’re making your lists and checking them twice, don’t forget to add self-care to the top! Many of us live to take care of others and want to make sure the holidays hold a … Continue reading
The Holidays are Here. Are You Ready?

Your Card has been Compromised – Now What?

With Allegacy, we are committed to protecting your information. While we are constantly pursuing ways to keep card numbers safe through new technology such as EMV chips and tokenization, there is still a small chance that fraud will occur. Even with greater security measures in place to protect our transactions, thieves still find ways to breach systems and steal card … Continue reading
Your Card has been Compromised – Now What?

What is Elder Abuse?

As people age, sometimes they don’t realize when people are taking advantage of them. Elder abuse can happen in a variety of ways. It can be scams from groups who target the elderly such as investment or lottery schemes. Elder abuse can also include identity theft, credit/debit card use and forged checks. It can even include common theft of expensive … Continue reading
lady gardening

Don’t be Caught Off-Guard this Holiday Season

The holidays are a time of family togetherness and celebration and we want you to have the best holiday season ever. Scammers know you’re distracted, busy, and emotional so it’s the perfect time to strike. Knowledge is your best defense so let’s look at 5 common scams so you don’t get taken in by these or similar schemes. 1. Fake … Continue reading
brown box

The Importance of a Cultural Fit

During a job interview, the company is looking for far more than verifying a list of qualifications. They want to meet you and determine if you’d be a ‘good fit’ for their team. At the same time, you’ll want to evaluate the company culture and decide whether or not it fits with your values and beliefs. Why is this so … Continue reading
Culture

Business Succession Planning

We’ve all been guilty of putting off important responsibilities because they are time-consuming or stressful.  For many business owners, transitioning their business can be a daunting task.  However, having a valid blueprint for transitioning a business is vital to the success of a long term plan.  According to a 2015 survey conducted by U.S. Trust, some of the main reasons … Continue reading
Man looking at glass wall with data

Benefits of Banking Locally

Communities thrive because of the people in them and the businesses who help them live their lives conveniently and on their terms. Having a trusted partner in your community to help you with your financial needs keeps money moving in the local economy and provides jobs. According to Stacy Mitchell, “Small businesses, which create the majority of new jobs, depend … Continue reading
Coffee shop worker on tablet

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