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Lisa Isaacson - CPA/PFS, CFP, Vice President In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed into law, making substantial changes to retirement account rules—the most notable change being the Required Minimum...
Scammers are constantly looking for vulnerable targets, and the housing industry is no exception. Mortgage lenders and brokers alike need to be careful when searching for a suitable deal. Learn more here.
Of all the methods fraudsters use to steal identities, synthetic identity may be the most sinister. That’s because it could take years before it’s detected, and by then, the damage has been done and the fraudster has moved on to other victims. Here’s how synthetic...
Get ready for IRS impersonator season. Knowing the most common types of IRS tax fraud can keep you safe from criminals looking to take advantage of the May 17 tax deadline. Learn the types of ploys scammers most often use and how you can spot them.
Even if you’re not using your credit cards much during COVID-19, it’s still important to pay bills on time and use less of your available credit for your credit score to remain high. Despite the financial difficulties that COVID-19 has created for countless...
Lot, Land, Construction & Permanent Mortgage Financing Options Looking for personalized, local guidance for your land or construction loan? Alpine Bank has flexible financing, local processing and knowledgeable lenders. In Summit County, Peter Ammon stands ready...