Financial Answer Center
Financial Education at your fingertips: FREE downloadable "Quick Guides", Connect to the people who can help, and find just the answers you need with your personalized Financial Checklist.

Paying for College
- Sending children to college
- Financial Aid
- Savings vehicles
- Savings bonds
Investing For Retirement
- IRAs
- Annuities
- Retirement income
- Make your Savings Last
Cash & Debt Management
- Getting Started
- Is your Spending out of Control?
- Income and Expenses
- Evaluating your Credit
Buying & Selling Home / Real Estate
- Your Housing decision
- How much can you afford?
- Mortgage financing
- What is a closing?
Major Life Events
- Introduction
- Your new baby
- Divorce and remarriage
- Taking care of elderly
Your 401(k)
- Managing Investments
- Changing Jobs
- Distributions
- 403(B) / 457 Plans
-Tips for Avoiding Malware
-Types of Cyberattacks
-Protect Your Accounts
-Signs of Scams
Getting Ready to Retire/Retired
- Medicare
- Social Security
- Investment Strategy
- Plan Distributions
Buying Insurance / Benefits at Work
- Disability Insurance
- Life Insurance
- Health Savings Accounts
- Long-Term Care Insurance
Investing & Investments
- Basic Investing Strategies
- Are Fixed Annuities for you?
- Watching the market
- Age and diversification
Running Your Business
- Cash management
- Borrowing
- Cash Flow
- Insurance
Planning Your Estate
- What is a basic will
- Provide for your loved ones
- Estate and Gift taxes
- What's your estate worth
Career Transition
- Introduction
- Knowing where you stand
- Your Job Search
- After you find a new job
-Types of Identity Theft
-Warning Signs
-Fraud Alerts
-Keep Online Transactions Safe


*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to bank clients.