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PremierBank Welcomes Rick Lowry to its Board of Directors
Former Jones Dairy President Rick Lowry joins PremierBank's Board of Directors
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Wooden blocks with the word IRA - individual retirement account. Tax-advantaged account that individuals use to save and invest for retirement. Business and finance concept
The IRA turns 50
Once upon a time, there was no such thing as a tax break for individual retirement savings. That was before 1974, before the passage of the Employee Retirement Income Security Act (ERISA).
Happy family: mother, father, children son and daughter on nature on sunset
Estate planning for blended families
Estate planning is important for everyone, and the issues for blended families can be especially knotty. How can one be confident that one’s wishes for everyone will be implemented?
Back, hug or old couple on beach to relax with love, care or support on summer vacation in nature. Retirement, mature man or senior woman at sea or ocean to travel on holiday together looking at view
Retirement readiness
A recent survey from the Nationwide Retirement Institute suggests growing anxiety about retirement among those in the last decade of their careers.
Close-up Of A Businessperson's Hand Opening Envelope With Paycheck Over Wooden Desk
How to value a family business
For business owners, before estate planning questions and issues of succession can be addressed, an accurate valuation is needed.
Coin and two right left arrows on hand. Financial service, Bank transfer, currency exchange, stock investment, cashback rewards, revenue generation, stock market, money transfer concept.
Where’s my refund?
To reduce the number of telephone calls to the IRS, the Service has improved its online support for tracking refunds for taxpayers. Instructions and a link to the tool may be found here.
Asian woman patient holding red heart in hand.
Giving while living
Before there was The Giving Pledge established by Bill Gates and Warren Buffett, there was Chuck Feeney. Feeney was a philanthropist that few have heard of because he hated publicity.
Compass with needle pointing the word retirement, concept image to illustrate retirement planning
Roth plan tweaks
A variety of rule changes for retirement plans were enacted a year ago in the SECURE Act 2.0. This article reviews changes affecting Roth retirement accounts that took effect on January 1, 2024.
Newspapers and Coffee on table.
PremierBank Awards Jefferson Food Pantry with Grant
PremierBank Awards $3,500 Grant to Jefferson Food Pantry for Emergency Cooler and Freezer Door Replacement Project