Telemarketing Fraud: Protect Yourself

The Federal Trade Commission (FTC) defines telemarketing as a plan, program, or campaign to sell goods or services over the phone. Most telemarketing companies abide by guidelines set forth by the FTC and Federal Communications Commission (FCC). However, there are Continue reading Telemarketing Fraud: Protect Yourself

Social Security – Keep It Secure

By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community Pursuant to a new Federal regulation, as of March 1, 2013, the Treasury required almost all beneficiaries to receive payments through direct deposit.  Paper Continue reading Social Security – Keep It Secure

Benefits of a Joint Bank Account

By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community A joint bank account lets you name a co-owner for your account. Funds in the account automatically transfer to the co-owner in the case Continue reading Benefits of a Joint Bank Account

Personal Documents: Save or Shred?

By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community Do you keep boxes of old bank statements, files full of tax returns and piles of paperwork and receipts because you think you might Continue reading Personal Documents: Save or Shred?