First Quarter Financial Plan: Banking at the Next Level

posted 3/18/2014 in Banking

Throughout the first two months of 2014, Lincoln Savings Bank has provided you tips, strategies and advice as part of our First Quarter Financial Plan. In January, we touched on many of the banking basics – choosing the right checking account, creating a savings plan, how to save more money and so on. February was focused on doing more with your finances – starting a retirement plan, protecting your assets and ensuring your legacy would live on.

This month, LSB is looking at how to manage your finances more efficiently by taking it to the next level. A lot of the topics we will touch on this month have to do with products and services we offer that make it more convenient for you to bank with us, and give you some added benefits as well:

  • Online Banking- we’ll cover the ins and outs of everything LSB Online Banking has to offer.

  • Mobile Banking- we’ll take a look at the myLSB Mobile App and how it allows you to bank from anywhere at any time.

  • LSB Plus- learn how this proactive process helps us work with you to identify your financial status and goals, then put you in touch with the right professionals to achieve your dreams.

  • Personal Financial Management Tool- LSB’s Budget Plus Personal Financial Management (PFM) tool can help you link all external accounts and give you a broader look at your finances.

  • “Cash Back”- are you making the most of your LSB debit card? We’ll show you how you can get money back from what you spend.

Banking doesn’t have to be hard, and Lincoln Savings Bank offers many great ways to make your banking experience better. We hope you will check back and take advantage of the services we discuss this month. We look forward to seeing you soon!

Lincoln Savings Bank, member FDIC

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