Transfer of Wealth

If you have continued to save and manage your money, you then reach the point where your net worth exceeds your annual expenses.

At this stage, you enter the Transfer of Wealth or Distribution Stage – where you start gifting money to charities, setup endowments, and start giving it to your children.

• Free Checking & Savings • Online Banking with Bill Pay • Mobile Banking • E-Services • Personal Loans • MasterCard® • Reviewing Beneficiaries   • Save-to-Win • MoneyMap Budgeting Tool • Financial Seminars