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Starting a New Job? 7 Items for Your Financial Checklist
While preparing for your first day at work, you’ll want to take steps to ensure the smooth transition of your money. Use this financial checklist to stay on track to achieve your goals as you settle into your new role.
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The 12 Days of Year-End Planning: Things to Consider Going into The New Year
At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future.
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Paving Your Road to Retirement
Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement.
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SEFCU and CAP COM Partner to Donate More Than $350,000 to Food Pantries and Rescue Missions
In their first joint venture since announcing plans for a historic merger, SEFCU and CAP COM have united to fight hunger and brighten the holidays for people in need across New York State.
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Credit Cards
All CAP COM VISA cards come with a range of Standard Benefits, from EMV microchip protection to mobile payment systems, that enhance your security and improve your experience. Easily manage your CAP COM VISA card account online. View your balance, track purchases, make payments, request a credit-limit increase, and more!
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6 Tips for Reducing Social Security Taxes
Determining how your income impacts Social Security (SS) taxes is important for tax planning.
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A Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.
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Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to planning your finances.
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Worried About Your Financial Health? It May Be Time For A Checkup
Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.
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Home Buying Education
Helpful steps for the first-time homebuyers.
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529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.
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A Beginner’s Guide to Investing
When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.
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Meet the Mortgage Team
Meet the Mortgage Team. We look forward to helping you find the mortgage that best suits your individual needs and a great rate to go along with it!
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Leveraging Your Home’s Equity Can Open Possibilities
A Home Equity Line of Credit (HELOC), allows you, as a homeowner, to leverage the value of your home to borrow money for things like home improvement projects, college expenses, or even to pay off your existing mortgage. Learn more from our CAP COM expert.
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Account Transfer Fees Again?
It’s so easy to pay for things with your Visa® Debit Card, you might not realize how quickly those withdrawals add up. Suddenly, there’s no money left in your CAP COM Checking Account – and that’s the account your Debit Card accesses for money!
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Why CAP COM
Whether you bank with us, work here, or live in the communities we serve – experience the difference CAP COM can make in your life.
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An Essential Guide to Estate Planning Preparedness
If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.
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Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan
FinancialPlanning Show Loved Ones You Care This Valentine's Day With An Updated ... however, you don't want to pay for tax-shielding vehicles if your estate is below the threshold that necessitates
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Retirement Annuities Explained: What They Are and How They Work
Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.
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3 Moments in Life Where You Should Consider Consulting a Financial Professional
FinancialPlanning 3 Moments in Life Where You Should Consider Consulting a Financial Professional ... when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your