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James Kreckman

Trust Officer

Recent Articles
There are many reasons to celebrate a Roth

A Roth savings option can and should be a part of a retirement planning conversation.…

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When payment processors come calling, here’s what you should ask

It’s tempting to say yes when a new salesperson shows up at your business offering…

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Investing and retirement planning: 5 things to consider

When you think about retirement, you should ask yourself a lot of questions. How old…

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