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From category archives: Learning Cntr

Recipe for Financial Success

In celebration of World Baking Day, we are whipping up a different kind of recipe - a recipe for financial success. Whether you are aiming to build an emergency fund, pay off debt, or invest in your future, follow these step-by-step instructions to bake your way to financial wellness. Grab your apron and let’s bake.

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Tax Shredding Guide: When is it Safe to Shred Your Old Returns?

With tax season behind us, now is a good time to dispose of old returns and supporting documents, but when it is safe to shred tax documents? The IRS offers general guidance on how long you should keep your tax documents and when you can safely shred them. You can safely dispose of old tax documents at Security Bank's annual Community Shred Day, offering free professional document shredding services. 

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Tips for Safely Disposing of Personal Documents

When disposing of junk mail and old personal documents, don't throw them in the trash. Shred them for your protection. Here is a guide to help you know what and when to shred your personal and financial documents.

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Cultivate a Habit of Positivity for a Healthier Financial Life

Cultivate a habit of positivity for a healthier financial life. Here are three practical tips to help you get started. 

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Manage Your Retirement Plan When Switching Jobs

Changing jobs can impact your retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have when you make a career transition. Security Investment & Retirement Services Wealth Advisor Carla Bailey offers the following key considerations.

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