Insignia News
February 2013
A Look Ahead...
Planning for 2013

2012 is quickly becoming a memory as 2013 gets well underway. We all survived the recent Fiscal Cliff, but the uncertainty of what's to come has left many people unsure about their financial futures. It's not too late to take control and make a plan for this year to find a level of comfort in both your business and personal finances.

 

Cash Management Services are one way that businesses can save time and money, and what business wouldn't want that? You can handle all aspects of banking right from your desk; transfer funds, make deposits, send wires all from the comfort of your office. Insignia Bank takes this one step further and offers a personalized type of service. We can customize our products to fit your business needs with pricing to fit the size of your business. And as a Happy New Year, if you mention this newsletter when you sign up for Cash Management Services, we will give you $150 credit toward your new Cash Management Relationship.

 

We've probably all heard that personal taxes are going up in 2013, one way or another. One plan to reduce your current taxes is by contributing to a Traditional tax-deferred IRA. It is still one of the best options for protecting your money. For 2013, the IRA contribution limits are increasing for anyone under the age of 50 from $5,000 to $5,500 and for anyone 50 and over, the limit has increased from $6,000 to $6,500. You can take advantage of this tax-saving strategy, or investigate other options we offer. Please call or email me with any questions. 

 

Tracy Wolfe
VP, Deposit Services

941.329.1542
[email protected]
www.insigniabank.com   
   

 
 

   

Wolfe
Tracy Wolfe
VP, Deposit Services 
 
 

   

 
 

   

Insignia Bank Locations
Orange

Downtown Sarasota Office

941.366.7100

 
 

   

Cattlemen

Cattlemen Road

Office

 941.342.5000  

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