by Alpine Bank Staff | Dec 13, 2024 | Financial
Set up a charitable remainder trust A charitable remainder trust is a legal arrangement that involves donating assets to an irrevocable trust to benefit charity, while allowing you (or other beneficiaries you name) to receive annual income for life or for a designated...
by Alpine Bank Staff | Nov 19, 2024 | Financial
Track your personal finances Actions are controllable. What we think, what we say, and what we do all play a role in our personal financial success. That is why having control of your finances is important to achieving financial security. Feeling financially secure...
by Alpine Bank Staff | Nov 19, 2024 | Financial
Up to $7,500 in lender credit For you, home isn’t a place. It’s a feeling. Where love and kindness, safety and acceptance live. Where dreams are born, and memories are made. As your fellow neighbor, Alpine Bank is here for you. We offer flexible mortgage financing,...
by Alpine Bank Staff | Sep 24, 2024 | Financial
Find your financial purpose While there are many reasons budgets fail, having a personal budget that is effective will go a long way toward helping you develop a better relationship with money so that you can enjoy a healthy financial life. Regardless of how much...
by Alpine Bank Staff | Aug 13, 2024 | Financial
Rolling a 401(k) into a Roth IRA Rolling your 401(k) into a Roth IRA can be a strategic move for certain clients to optimize their retirement savings, but it requires a consultation with your financial advisor and your tax advisor to ensure you understand the tax...
