What is the Difference Between a Will and a Trust?

A Will lets you nominate guardians for kids and pets, designate where assets go, and specify final arrangements. A Trust can provide greater control over when and how your assets are distributed. Trusts are often used to minimize or avoid probate entirely. (Probate is a legal process to distribute a deceased person’s estate; most people…

What is Estate Planning?

Estate Planning is simply the process of making it clearly known how you want your estate to be handled after you pass or if you’re incapacitated and unable to handle things on your own. The most common Estate Planning definition is — “the process of making plans for the management and transfer of your estate…

Who Needs an Estate Plan? 

Short answer: Everyone. It’s easy to try and convince ourselves that we don’t need an Estate Plan. But the reality is, we would all be better off if we were planning a little more for our future. You don’t need to be wealthy, or elderly or even have a specific amount in your bank account…

How to Perform a Midyear Financial Checkup for Your Business

It may feel like it was only yesterday when you sat down to write up your business goals for the new year, but we’re already at the midyear mark! Six months into the business year means it’s time to give your company a financial review.  Here’s how to perform a midyear financial checkup for your…

8 Ways to Celebrate Father’s Day on a Budget

It’s Dad’s day! Whether your father is well past middle age, or he’s still fairly young, this day in June presents an opportunity for you to show Dad how much he means to you. The good news is, it doesn’t have to cost a ton of money to celebrate Father’s Day in style. After all,…

Best Times to Buy: Homes

Your home will likely be the most expensive item you’ll ever buy. Consequently, it is of utmost importance that you time your purchase right and learn the best time of year to buy a home. Of course, aside from the season, market conditions – like mortgage rates and the general state of the economy –…

What Kind of Home Improvement Projects Will Add Value to My Home?

Q: I’m doing some work on my house, and I’m wondering how I can increase my home’s value along the way. What kind of home improvement projects can add value to my home? A: Renovating your home with an eye toward its future value can help you recoup the costs of the project – and then some.…

Sharefax Credit Union Recognizes Teachers

For Immediate Release:  Friday, May 31, 2024, Cincinnati, Ohio – In honor of teacher appreciation week, Sharefax Credit Union took nominations for teachers from around the Cincinnati area to honor and recognize the lasting contributions they make to the lives of their students. Our six winners received a gift bag of goodies and a mini…

WOMEN HELPING WOMEN

DONATION DRIVE WAS A BIG SUCCESS! Thank you to all Sharefax Credit Union employees and members that donated to this incredible organization!  A few members of See Her delivered 12 STUFFED tote bags to the WHW Headquarters in Cincinnati on April 1st. Women Helping Women (WHW) is a 501(c) 3 organization founded in 1973 to serve…

SEE HER SPOTLIGHT – Joy Whittle

Written by Emily Berry Joy Whittle, Evendale Branch Manager, has been a part of the Sharefax family for 36 years. She’s a friend, a co-worker, a mentor and like her namesake, an absolute joy to be around. Joy is also a daughter, a mother, a grandmother, and so much more. She started her Sharefax journey…