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Crack the Swift code for sending international wires

ABL mythbusters: The truth about asset-based lending

Easing complex transactions: Project finance case studies

Easier onboarding: What to look for in an administrator

The reciprocal benefits of a custodial partnership: A case study

What is CSDR, and how will you be affected?

Avoiding the pitfalls of warehouse lending

Automate escheatment for accounts payable to save time and money

Ways prepaid cards disburse government funds to the unbanked

Optimizing treasury management

Why Bond Issuers Should Consider a Successor Trustee

Automating healthcare revenue cycle

Changes in credit reporting and what it means for homebuyers

Look to your custodian in times of change

Tapping into indirect compensation to recruit foreign talent

Why other lenders may be reaching out to your employees

How institutional investors can meet demand for ESG investing

Sustainability + mobility: Trends and practical considerations

CRE trends

A checklist for starting a mobility program review

Mortgage buydowns and subsidies in today’s talent-focused relocation policies

Managing complex transactions: what your corporate trustee should be doing

High-cost housing and down payment options in relocation

Why retail merchandise returns will be a differentiator in 2022

Digital processes streamline M&A transactions

4 benefits of independent loan agents

Save time with mobile apps for business finances

At your service: outsourcing loan agency work

Middle-market direct lending: Obstacles and opportunities

How RIAs can embrace technology to enhance personal touch

Best practices for optimizing the tech lifecycle

What corporate treasurers need to know about Virtual Account Management

Work flexibility crucial as municipalities return to office

An asset manager’s secret to saving time and money

Overcoming the 3 key challenges of a lump sum relocation program

Treasury management innovations earn Model Bank awards

Crypto + Relo: Mobility industry impacts

For today's relocating home buyers, time and money are everything

Webinar: CRE Digital Transformation – Balancing Digitization with cybersecurity risk

Technology strategies to complement your business plan

How jumbo loans can help home buyers and your builder business

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Work-life balance for women: Tips for career growth or taking a career break

Women’s careers often resemble lattices more than ladders due to factors outside of work. Beth Lawlor, president of U.S. Bank Affluent and Private Wealth Management, offers seven tips for success—as well as advice on crafting a fulfilling career break.

Women-owned business leads the pack in the pet industry

With support from U.S. Bank, healthy dog treat company Stashios is poised to take their business to the next level.

Women-owned business creates niche in Minnesota real estate

BLVdevelopment teams up with U.S. Bank to bring dream homes to life in a traditionally male-dominated industry.

Women and wealth: Exploring the gender gap

Our latest study highlights how women and men think about and manage their finances differently.

Women and wealth: A look at generational differences

Our latest study shows that, when it comes to how women engage with their money, age matters.

How to negotiate salary

The key to a successful raise request is preparation, confidence and evidence. Here are some tips for how to get the salary increase you deserve.

Resources and tips for women entrepreneurs

Funding, advisors and networking support can help you sustain and grow your business.

How to prepare for the great wealth transfer

As older generations begin to pass on assets to their heirs, women, Gen X and millennials may emerge as the biggest beneficiaries.

Teaching kids about money at every age

Talking to your kids about money may not always be easy, but it’s important to their future financial wellbeing. Here are tips for how to teach kids about money at every age.

6 retirement planning steps for women

A comprehensive financial plan can help you approach your retirement with confidence.

3 ways women can take charge of their financial future

These actions can help you be more engaged and confident in your financial decisions.

Women and investing: Building financial intelligence to make empowered investment decisions

Fewer women than men invest their money—but when they do, they tend to excel. Here are five ways women investors can feel more empowered about their investing decisions.

A look at women’s evolving relationship with money

Our latest study shows women, particularly younger women, are becoming more confident and finding more enjoyment in managing their finances.

What is inheritance tax?

What you need to know about the intricacies of inheritance tax and how to maximize your legacy for your loved ones.

Is life insurance part of an estate?

It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.

Estate taxes: Who pays, how much and when

If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.

Why put land in a trust?

Farm and ranch landowners run several risks when they fail to make a transition plan. Putting a land trust in place is one step to consider.

Estate planning for your family vacation home

Taking these four estate planning steps now will help ensure a well-planned transition for your family vacation home as you think about passing it down to the next generation.

Estate planning as a family

An open dialogue with family members can help you craft a thoughtful, detailed estate plan.

Trust terms you need to know

Understanding common terms can help you feel more confident in your trust planning.

Generation-skipping transfer tax: How it can affect your estate plan

Separate from the estate tax, the GST tax kicks in when you “skip” a generation of heirs when handing down assets.

How to prepare for your trust planning meeting

What you need to know to make your first meeting with an estate planning attorney as successful as possible.

Types of trusts: Choosing the right one for you

The kind of trust you select should reflect your unique wishes for how your assets are handled now and in the future.

5 potential benefits of a trust

When you create a trust, you set up ways to take care of the people you love when you’re no longer able to.

How to set up a trust

A trust requires careful administration, but setting one up is a fairly simple process that generally involves five steps.

How to choose a trustee of a trust

Naming your trustee is a critical step in setting up a trust.

How to prepare your digital estate plan

Learn what’s included in a digital estate plan, how these assets are handled after you die and how you can prepare your online accounts.

How to handle the emotions involved in trust planning

Four strategies to help make the trust planning process easier for everyone.

Trust planning: Questions for beneficiaries to ask

Find out what to ask the grantor and the trustee to take your next steps with confidence.

Leave a legacy: Strategies for a lasting impact

Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.

Should I pay off my mortgage early?

If you have available cash, it could be tempting to pay off your mortgage. But there are other options and factors to consider before making such a big decision.

DINKs financial planning: 4 mistakes to avoid

DINK (dual income, no kids) couples don’t have costs related to children, but they do have unique financial planning considerations. Learn what these are and how to address them.

Financial planning for athletes and entertainers

Professional athletes and entertainers’ financial lives are complex – and their careers often have an expiration date. That’s why having a comprehensive wealth management strategy is so critical.

Equity compensation: Assessing stock options and restricted stock units (RSUs)

Compensation is about more than salary. Some companies may also offer job candidates equity-based compensation options or deferred compensation. Understand these options before you say yes to the job.

How to handle second marriage finances

Discussing a few key financial topics before saying “I do” can help set you up for success—especially if one or both of you have children, significant wealth or a business.

How to create a debt management plan

If your debt is causing you anxiety, a debt management plan can help. It can give you a strategy for paying off debt, improving your financial health, and meeting other financial goals.

Financial values: How to align your money with your personal values

Putting your money behind the values you hold can bring both personal and financial benefits. Here are steps you can take to incorporate your personal values into your spending, giving and investing.

How to build equity in a home

Home equity is the difference between the value of a house and the mortgage you hold on it. Here are some ways to build the equity in your home and use those funds to achieve other financial goals.

How to protect your wealth from cybercrime and online fraud

No one is safe from cybercrime, but wealthy individuals are particularly attractive targets. Here’s a look at how cybercriminals operate and some cybersecurity tips for keeping your finances safe and secure.

4 steps to financially prepare for a natural disaster

With increased natural disaster activity in recent years, learn how to construct a financial plan to protect your assets in case you’re affected by a weather or other extreme event.

Financial planning for new parents

When you become a parent, you’ll have plenty on your mind—but it’s important to ensure your child’s future is secure by incorporating them into your financial plan.

Life insurance for business owners: Should you have it?

Just as a personal life insurance policy aims to protect your loved ones, life insurance for business owners provides a safety net for your business and the people who power it.

Personal financial literacy for Hispanics and Latinos

Cultural beliefs about money can hold some Hispanics/Latinos back from financial success, but here are five ways they can build a lasting financial legacy.

529 college savings planning: What to do with leftover 529 funds

Ready to use up those leftover 529 college savings account funds that are languishing in your account? Here are ways to make good use of these available 529 funds.

How to buy an investment property

Buying investment property has the potential for appealing returns, but investors should look at investment property from all angles, including interest rates, vacancy rates and associated expenses.

New construction checklist: 6 financial steps to building a house

Building your own home is a chance to design everything exactly as you want it. But first, it’s important to understand what to expect from the construction loan process.

How Black families can build generational wealth

Adopting an investment-oriented mindset and improving financial literacy are just two tools that can help Black families build generational wealth.

Wealth preservation: Key strategies to protect your wealth

Building wealth is only half the battle. These strategies may help protect it against market volatility and other events.

Capital gains tax explained

Capital gains tax kicks in when you sell a capital asset and realize a profit. A financial professional can help you design a tax strategy that minimizes your capital gains tax exposure.

Financial windfall: How to manage sudden wealth

A surprise financial windfall can cause elation—or perhaps some guilt. Whatever your feelings, it’s important to make a plan for your newfound wealth calmly and thoughtfully.

Home sale proceeds: What to do with profit from house sale

While home prices have come down from their pandemic highs, sellers are still able to realize a profit. But should you spend, save or invest the profits from selling your home?

Financial stress: How to identify and manage it

There are plenty of reasons to feel anxious about money—but there are also plenty of ways to ease financial stress. Here are five ways you can take control of your money worries.

Should I use a loan to pay taxes?

A large taxable event like selling a company could mean using a loan to pay taxes makes financial sense. We outline the options and their pros and cons.

Annual financial review checklist

From planning for a major purchase to considering income in retirement, it’s a good idea to annually assess your financial goals. Our financial review checklist is a good place to start.

4 reasons to consider buying a house for your child

If handled properly, buying a house for your adult child can be one of the better investment decisions you make.

Tax-smart giving: Qualified charitable distributions & gifting stock

Qualified charitable distributions from IRAs and gifts of appreciated stocks offer prime opportunities to enhance your giving and potentially take advantage of greater tax savings.

Consider an endowed scholarship in your charitable giving

A scholarship endowment can help educate others, bring you a sense of satisfaction and change the lives of future generations.

Your guide to tax deductions on charitable donations

Careful planning can help you take advantage of tax benefits related to your charitable giving strategy.

3 steps to creating a charitable giving plan

Meaningful giving starts with a purposeful plan.

How do private foundations and donor advised funds compare?

Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.

Do you need a small business financial advisor?

Small business owners’ business finances are linked inextricably to their personal finances. A small business financial advisor can help take the stress out of small business financial planning.

Preparing a business exit strategy: Key factors to consider

Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.

6 tax considerations when selling your business

Sale price is important, but more important is how much you’ll retain from the sale. The biggest variable is how taxes will impact the transaction.

Factors that can affect business valuation

While a business can be valued in several ways, there are steps you can take that may help you impact its appeal to potential buyers.

4 growth strategies for business owners

Looking to expand your business? Three questions can help guide which strategy you choose.

Family business succession planning tips

Business transitions aren’t always easy, but early planning can ease the transition of your family business to the next generation without the risk of significant tax impacts.

Address these 4 key issues before selling your business

Even if the sale of your business is years away, it’s never too early to start planning for how it will happen.

Should I buy a vacation home?

Before you make an offer on your own personal getaway, ask yourself these key questions.

How to use liquid asset secured financing for short-term cash flow needs

Leveraging the assets in your investment portfolio through a flexible line of credit can provide quick access to cash.

6 tax tips for year-round planning

Thoughtful planning year-round can help you reduce your tax liabilities.

Why is insurance important in financial planning?

Just like your financial goals, insurance policies are as unique as you are.

5 financial considerations in a divorce

One of the many challenges of divorce is dividing assets. A financial checklist can help you take charge of your financial future.

Alternative Minimum Tax explained

The AMT was created to make sure taxpayers in higher tax brackets pay their fair share of taxes. Here’s how it could affect you at tax time.

Sandwich generation financial planning tips

Four financial tips on how to keep working toward your financial goals while supporting your children and aging parents.

Strategies for navigating family finance conversations

Talking with loved ones about family finances can be complex. Here are three strategies to navigate financial conversations with tact.

How to combine finances after marriage

Should you share financial accounts after marriage? It’s a question only you and your partner can answer, but the key is open and honest communication about money—before and after marriage.

Financial planning for families with a disabled child

Caring for a disabled child often requires more from your finances. These five steps can help you plan for your family’s financial future.

How to pay for college: A 5-step guide for parents

Higher education is expensive — and the costs are only going up. These strategies can help you build an effective college savings plan.

What to do with extra cash: Smart things to do with money

Before you use it to treat yourself, consider the ways a cash surplus can help kick-start your financial goals.

How to set financial goals

Setting and working toward financial goals becomes easier when you reflect on your intentions.

Financial planning for one-person households

As a single person, your financial equilibrium is in your hands. Set yourself up with these financial tips for one-person households.

How to prepare for the Tax Cuts and Jobs Act expiration

The TCJA is set to sunset at the end of 2025, and if Congress fails to act, tax provisions will revert to what they used to be. Here’s how to prepare.