Did you receive a tax refund this year? Recent data released by the Internal Revenue Service (IRS) shows the average tax refund amount is up $178 at the end of March 2024 compared to the same time last year.
Most jobs lack a compelling purpose. This deficiency makes us sluggish, disengaged, careless, disloyal, unhappy, and unhealthy. Fortunately, there’s a way to free ourselves from the modern trap of meaningless labor without switching careers or quitting jobs.
First Bank CEO Shelley Seifert will retire at the end of the year after nine years with First Bank, the bank of choice for family-owned businesses. Mikel Williamson, an industry veteran, will join First Bank as president and her successor.
A durable power of attorney (DPOA) is a tool that allows someone to carry on your financial affairs and protect your property in a period of incapacity, almost always with no need to seek formal judicial approval. A DPOA is a legal document that gives another person the legal authority to act for you. The person to whom authority is given is referred to as an attorney-in-fact, but need not be an attorney.
At some point in your life, you may become incompetent; that is, lacking the mental capacity to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, medical professionals are generally compelled to make every effort to save and sustain your life.
Your spending plan is your active strategy for getting where you want to go. Think of your spending plan as a road map that helps you reach your goals, as well as give you a sense of direction. Your spending plan not only puts you in charge of how your money is being spent on a weekly, monthly, and yearly basis, but it also gives you a sense of control.
For Catherine Haight, her team of trusted advisors now includes her bank.