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Category: Financial

Tax preparation checklist

Tax preparation checklist

Whether you file your taxes using tax preparation software or with the help of a tax professional, you can save a lot of time and money by getting organized early. Here’s a tax preparation checklist to help you get a jump on tax filing season.

Year-end gifting strategy

Year-end gifting strategy

Year-end and the holidays encourage philanthropy for many people. If you’re among them, as part of your year-end planning it’s important to clearly define your charitable giving goals and explore the best ways to achieve them.

Top Mortgage Lenders on Recasting Your Loan

Top Mortgage Lenders on Recasting Your Loan

Choosing the right mortgage lender can make all the difference when it comes to securing the financing for your dream home. In this article, we take a closer look at some of the best mortgage lenders and how they can help you make the most of your mortgage recast strategy. A mortgage recast is a simple process that can help you lower your monthly payments and save thousands of dollars over the life of your loan. Understanding the benefits of a recast and working with the right lender can help you make the most of this powerful tool.

Dispelling Five Myths About Making More Money: Insights from Alpine Bank

Dispelling Five Myths About Making More Money: Insights from Alpine Bank

Do you believe that more money automatically leads to a better life? Unfortunately, this is a common money myth that can lead to disappointment and dissatisfaction. At Alpine Bank, we understand that your relationship with money is complex and multi-faceted. That’s why we are here to help your kids make the most of your money, no matter how much you have. Whether it’s teaching your children to live below their means, saving for a rainy day, or investing in your future, there are many ways to get the most out of their money.

Survey indicates vulnerability

Survey indicates vulnerability

CNBC and SurveyMonkey recently released information from their Small Business Index Survey for the second quarter of 2022. It found that eight in ten business owners expect a recession to occur this year and that inflation continues to be a top concern.