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Summer travel is around the corner – here are some tips from Rocky Mountain Bank to keep your accounts safe so you can enjoy the sun and focus on family fun.   Don’t bring anything you don’t need: Leave checkbooks and checks at home, in a locked safe. Use cash or credit cards for purchases. Also, go through your purse or wallet and remove …

The Federal Trade Commission (FTC) recently released a report of the top reported consumer frauds of 2022. The most frequently reported frauds involved imposter scams, with the vast majority of the fraudsters having contacted their victim by phone call or text message. Imposter scams can take many forms, including posing as government agencies, …

Most high-net-worth individuals (HNWI) aren’t just sitting on a pile of cash. They’re investing, buying, selling, and exploring ways to grow their wealth through new ventures. The best part? You might classify as an HNWI without even knowing it. Wealth is a loaded word. So, let’s unpack what ‘wealth’ means for today’s high-net-worth individuals. …

Seeing your child graduate is an emotional experience, and you’ll feel some nostalgia for their younger years. The right family financial guide can help give your new grads what they need to set themselves up. Read more on how you can set them up for success. If you're a parent, a family financial guide can help you prepare your kids to transition …

Tax laws can be complicated but forming a robust tax plan is crucial to attaining your future financial goals. In this article, we’re breaking down everything you need to know about tax codes and other helpful information to know as you prepare.   A tax plan can benefit you in three ways. It allows you to: Maximize savings by leveraging …