by Alpine Bank Staff | Mar 27, 2025 | Financial
How to create a family-specific budget Starting a family is an exciting journey but comes with significant financial considerations. A well-constructed family-specific budget can alleviate stress and meet your growing family’s needs. Whether you’re preparing for your...
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 | Oct 23, 2024 | Financial
Benefits of a revocable living trust A revocable living trust is a legal document that allows you to transfer ownership of your assets to a trust during your lifetime. While you maintain control over the assets as the trustee, the trust can provide several benefits. ...
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...
