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Featured News & Updates

Meet Our Citizens: Jacob Theobald, Mooresville Branch Manager
Whether he's keeping the level of customer service sky-high or keeping his team's spirits lifted with the occasional “Dad” joke (yes,... Read More of this article

The Gift of Investing in Your Children

Here’s a step-by-step guide to giving kids something with a lifetime of benefits: the gift of investing. 

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What Information Do I Need for a Mortgage Pre-qualification?
When you're at the beginning of your home-buying journey, a pre-qualification with your mortgage lender is a smart first move that can help you get... Read More of this article
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Featured News & Updates

How much house should I buy?
It's a big question that determines everything from where you'll live, who'll have their own room, if the dog gets a yard, or if the kids land... Read More of this article

Building Credit from the Bottom Up
As a branch manager, I help people reach their financial goals for every major life stage, whether that is purchasing a home, buying a car or saving for... Read More of this article

I Have Student Loan Debt. Can I Still Get a Mortgage?
Student loan debt is a fact of financial life in the U.S.—the latest statistics show us that 45 million Americans have student loan debt, totaling... Read More of this article
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  • Disputes
  • How to dispute debit card transactions
  • With a Roth IRA, you typically pay taxes on the money before you contribute to your IRA. This means you generally can make qualifying withdraws once you reach 59 1/2 years of age without paying additional taxes on the distributions.
  • A traditional IRA allows you to direct pre-tax income toward investments that can grow tax-deferred until your retirement. You cannot contribute after age 70 ½ and distribution is required at that age.

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