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people estate planning

What is estate planning?

We spend a lot of time planning for life’s big milestones: buying a home, having a baby, entering retirement — but there’s one milestone that often gets overlooked. The end of life isn’t something most people want to think about, yet it’s something
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Insurance & Protection
Dad coloring with sons

Get a jump on your child's college savings fund with a 529 plan

Paying for college is the biggest expense many parents will face outside of retirement. Yet many delay saving for it - often because they’re not sure how much they’ll need. Saving for college is like aiming at a moving target. While the College Board
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Budgeting & Saving
Father hugging a toddler outside their house

5 ways to use your home equity—outside your home 

Rising home values have dropped a nice chunk of equity into many homeowners’ laps. Tapping into it with a home equity loan is easy. Deciding what to do with it? Not so much.
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Owning a Home
Couple taking a selfie with their dog in an apartment

The 4 Cs of mortgage lending

Your ability to get a mortgage depends on four primary factors: your credit history, financial capacity, available capital, and collateral.
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Owning a Home

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Routing Number
323274461
Charter Number
65856

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