Simply Smart Insights
Scroll down and stay awhile to explore the answers to your everyday financial, business and homeownership questions.
3 ways to talk to your kids about smart money habits
It’s important to educate your kids (and grandkids!) on how money works and what it means to earn, save, spend, and budget. Sometimes, though, it can be difficult to know how and when to get these conversations started. If your child or grandchild is old enough to ask...
read more
Understanding and Preventing Senior Financial Abuse
Unfortunately, senior financial abuse is now more common than you might think. According to the National Council on Aging, almost 90% of the financial abuse committed against older Americans is done by someone the victim knows. This is why it’s imperative for seniors...
read more
Become a Master at Spotting Phone Scams
By now, you’ve probably heard of “phishing” and fraudsters who try to scam away our money, data and personal information. But have you ever heard of “vishing”? Vishing (or voice phishing) is an older scamming method that is now becoming common again. In a vishing...
read more
7 ways to prep your home this fall
With crisp air and falling leaves, it’s time to bring out the pumpkin spice candles, colorful mums, and festive wreaths to transform your home this fall. As you’re removing A/C units from your windows and raking up piles of leaves, there are a few more things we...
read more
Top FAQs on Home Equity Lines of Credit
Homeowners consider applying for a Home Equity Line of Credit (HELOC) for a variety of reasons. Frequently, they are looking to make home improvements or fund a college education. Sometimes, they are looking to plan a dream vacation or have a safety net of funds on...
read more
When Is the Right Time to Refinance My Home?
We’ll be the first to agree that interest rates are the driving force behind home refinancing. However, there are several other factors—such as your own priorities, financial goals and long-term life plans—that also need to go into a big decision like refinancing your...
read more
What you need to know about business payments fraud
When it comes to payments fraud, businesses of all sizes are facing a rise in threats to their data. According to the 2019 Payments Fraud Survey by the Association for Financial Professionals (AFP), payments fraud has reached an all-time high with 82% of all...
read more
Securely Navigating International Payments: SWIFT Codes and How They Work
There are many strategies for securely making international payments—here, we’ll focus on a key one: SWIFT codes. International business payments can be complicated and stressful. Factors such as distance, time zones, currencies and legal requirements—to name a...
read more
Take Your Marketing Strategy to the Next Level with Better Emails
So you’ve selected your email marketing platform and are ready to reach out to your customers. Almost every platform provides you with tools that can help your campaigns run efficiently. But, with cluttered inboxes and constant changes to email clients, what can you...
read more