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September 19, 2021

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Financial News

Courtney Geus Promoted to VP Retail Lending at CNB

Citizens National Bank (CNB) announced the promotion of Courtney Geus to VP Retail Lending. In this position she is responsible for managing the Retail Loan Department and oversight of underwriting for residential mortgages, home equity lines of credit and consumer loans. Additionally, she is responsible for the pricing, selling, delivery and servicing of all saleable loans.

Amy Blankemeyer, SVP Retail Lending said of Geus, “Courtney has been an invaluable part of the retail lending team. Her knowledge and commitment to the bank deserved to be rewarded through this promotion.”

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Edward Jones: Start thinking about your retirement income plan

By Ryan DeMarco, Financial Advisor 111 N. Main St., Bluffton | 567-226-4506

If you’re getting close to retirement, you’re probably thinking about the ways your life will soon be changing. And one key transition involves your income – instead of being able to count on a regular paycheck, as you’ve done for decades, you’ll now need to put together an income stream on your own. How can you get started?

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Edward Jones: The right emotions can be useful in investing

By Ryan DeMarco, Financial Advisor
111 N. Main St., Bluffton | 567-226-4506

You may have heard that it’s important to take the emotions out of investing. But is this true for all emotions?

Certainly, some emotions can potentially harm your investment success. Consider fear. If the financial markets are going through a down period – which is actually a normal part of the investment landscape – you might be so afraid of sustaining losses that you sell even the investments that have good prospects and are suitable for your needs.

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Edward Jones: Discuss financial goals with your family

Let’s look at some of the communications you might have with family members

By Brandon Blackford
Edward Jones financial advisor
419-358-2622

June is Effective Communications Month. And it’s a good idea to recognize the  importance of good communications, because it plays a role in almost every aspect of living – including your finances.

You’ll want to clearly communicate your financial goals to your loved ones – and you’ll want to hear theirs, too.

Let’s look at some of the communications you might have with family members:

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Don’t (*blindly) trust trusts 

Consult trusted advisers before you take action

By Kathi Dunlap
Faith Investment Services

You open your mailbox and see a glossy invitation for a steak dinner, promising a short presentation on Wills or Trusts.  Promises like “Avoid probate with a Trust” or “Don’t let the nursing home get everything you’ve worked for” seem to make a lot of sense and who can pass up a free steak?!

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Faith, finances and voting

By Gary Reese
Faith Investment Services

The way we vote should reflect what we believe in.  

As Americans, we have been given the ballot box to express our values and desires for how the country is run.  The results of elections end up affecting so many aspects of our lives – our personal safety and well-being – as well as our national defense, our taxation, our ability to invest (with or without government intrusion), how we raise our families, our retirement, and more. 

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