The Rise of Fake Local Contractors Targeting Small Companies
Across the country, small companies are seeing an increase in contractor-related scams. How can you protect your business?
February 25, 2026
Category: Financial ABCs
The Family Emergency Scam Is Back: What It Looks Like Now
The Family Emergency Scan starts with a call or message stating that a family member is in trouble and needs your help. How can you tell if this is a genuine request?
February 25, 2026
What Quiet Luxury Looks Like in Your Bank Account
Quiet luxury isn’t about labels or showing off. It’s the financial version of feeling calm, grounded, and prepared. Find out how to get started.
February 17, 2026
The Package Scam Is Back: How to Spot It Before It Lands on Your Porch
The holidays may be over, but package-related scams don’t slow down in January. Learn how you can protect yourself.
January 30, 2026
The “Shadow Bookkeeper” Threat: When an Outsourced Accountant Goes Rogue
Outsourcing your bookkeeping can feel like a win until one day, something feels off. Learn how you can protect yourself and your business from any “shadow bookkeeper” threat.
January 30, 2026
Financial Wellness Isn’t Just About Money: How to Reduce Money Anxiety in the New Year
Financial wellness isn’t about having the biggest salary or the perfect budget. It’s about how steady and calm you feel while managing your money day to day. Read more.
January 20, 2026
“But the CEO Said So!”— What This Scam Is and How to Stay Safe
What is the “CEO Said So” scam, and how can you spot it before it’s too late? Learn the simple steps to recognize and stop it before it costs you.
December 16, 2025
Don’t Get Grinched: How to Avoid Zelle & Venmo Scams
Zelle, Venmo, and other peer-to-peer (P2P) apps make moving money fast and easy, but you should always be careful. Here are seven practical ways to keep your money safe.
December 16, 2025
Retirement Contributions: Why December Is a Smart Time to Review Your Plan
But before you close out December, give yourself a quick check-in on your retirement savings. Here’s how to get started.
December 16, 2025
’Tis the Season for Charity Scams: What Small Business Owners Need to Know
The holidays are a season of generosity, and unfortunately, a season when scammers take advantage of that goodwill. Learn how to protect your business this holiday season.
November 14, 2025
The Thankfulness Ledger: What Happens When You Track What You Have, Not Just What You Spend
Did you know there’s a way to track what you’ve gained financially that’s just as powerful as a budget? It’s called a Thankfulness Ledger. Find out more.
November 14, 2025
Protect Your Digital Wallet: Tips to Stay Safe While You Tap and Pay
Your digital wallet holds more than just payment cards. Here’s how to keep it safe and secure.
October 20, 2025
Trick or Treat? Understanding Financial “Offers” That Sound Too Good to Be True
October isn’t the only time we see tricks disguised as treats. Let’s take a look at a few common financial traps to avoid.
October 20, 2025
Bid Rigging? Kickbacks? Overbilling? Here’s How to Protect Your Business
Fraud can often go undetected—think overbilling, kickbacks, and bid rigging. But you’ve got the power to stop it. Learn the red flags, protect your business, and stay a step ahead. Read the full blog post here.
September 12, 2025
Beware of Travel Scams: Tips to Book a Safe and Secure Vacation
Travel scams are more common than you think. Here are tips to book a safe and secure vacation.
September 11, 2025
Rise and Thrive: Kickstart Your Day with Money Mindfulness
Are you considering a major purchase? Learn how to make informed decisions without regrets.
September 9, 2025
Scan Smart: Be Careful with QR Codes
QR codes have become a common part of everyday life, but not all QR codes are what they seem. Follow these steps to scan safely and with confidence.
August 12, 2025
Navigating Major Purchases: How to Make Informed Decisions Without Regrets
Are you considering a major purchase? Learn how to make informed decisions without regrets.
August 8, 2025
Traveling This Summer? Here’s How to Protect Your Money
Traveling this summer? Protect your money and your identity by taking a few smart steps before and during your trip.
July 11, 2025
The Best Ways to Save on Summer Utility Bills in Oklahoma
Summer in Oklahoma can be intense. Consider following these simple tips to help keep both you and your wallet cool.
June 18, 2025
Job Offer or Job Scam? How to Spot Red Flags and Stay Safe
Employment scams often disguise themselves as legitimate job offers. Discover key red flags to watch for and ensure your job search is safe.
June 16, 2025
Train Smart, Stay Safe: What Every Employee Should Know
Fraud prevention training doesn’t have to be complicated or expensive. Here are a few key habits to teach your staff to get started.
June 16, 2025
Check Fraud in 2025: Why It’s Still a Threat and How to Avoid It
Paper checks are still a common way for many small businesses to send and receive payments. Find out how you can protect your business from check fraud.
May 12, 2025
Renting vs. Buying a Home: Which Is Right for You?
Deciding whether to rent or buy a home is a big decision that impacts your finances and lifestyle. Let’s dive into the pros and cons to help you make a confident, informed choice.
May 5, 2025
How to Make Financial Learning a Habit: Simple Ways to Build Money Skills Every Day
The key to becoming financially savvy isn’t about cramming everything at once. Instead, it’s about making learning a daily habit. Here are some simple tips to get you started.
April 7, 2025
Top Financial Fraud Trends Impacting Small Businesses in 2025
Here’s a breakdown of the top financial fraud trends to watch in 2025 and what you can do to protect your business.
April 4, 2025
Spring Clean Your Finances: Easy Steps to Spot and Remove Fraud Risks
Just like your home, your finances need a seasonal refresh. Discover key steps to spot fraud, update security settings, and keep your accounts safe from scams.
April 4, 2025
Why Regular Financial Audits Are Critical for Fraud Prevention
Regular financial audits can help protect your business. Learn how to implement regular audits effectively and why.
February 19, 2025
Tax Season Tips to Eliminate Stress and Maximize Deductions
Tax season can feel daunting and overwhelming, but it can be a golden opportunity to optimize your financial situation. Learn seven tips to get you through tax season with ease.
February 19, 2025
Smishing: Understanding Text Message Fraud
You may have encountered smishing if you’ve ever received a suspicious text message claiming you won a prize or warning about an urgent account issue. But what exactly is smishing, and why is it such a growing concern? Learn more.
January 14, 2025
Small Business Cybersecurity Checklist: Securing Your Digital Operations
Unfortunately, cybercriminals often victimize small businesses because they tend to have few protections. Follow this cybersecurity checklist to help you secure your digital operations.
January 14, 2025
Strategies for Saving More in 2025
2025 is the year to take control of your finances! Follow these simple tips to help you make the most of your money this year.
January 7, 2025
Stay One Step Ahead of Phone Spoofing Scammers
Following these proactive steps, you can avoid falling victim to these phone spoofing scams.
December 17, 2024
Estate Planning is Not Just for the Uber Wealthy
As the holiday season approaches, we are gearing up for festive shopping sprees. Here’s why contactless payments are the way to go this holiday season.
December 11, 2024
Using Contactless Payments: The Wise Move for Holiday Shopping
As the holiday season approaches, we are gearing up for festive shopping sprees. Here’s why contactless payments are the way to go this holiday season.
November 20, 2024
Systems Upgrades & Service Updates
While our systems upgrades are complete, there are some features that are being implemented. Check the status here
November 1, 2024
Top Credit Card Mistakes to Avoid (and How to Stay on Track)
Using a credit card can open up a world of possibilities. But it can also cause some financial problems if you don’t use it properly. How can you avoid common mistakes?
October 3, 2024
What Good and Bad Credit Means to Your Credit Score
Your credit score is a powerful number that affects many aspects of your financial life. But what exactly makes up a credit score, and why does having good credit matter so much?
September 17, 2024
Be Prepared for the Next Storm
Severe storms can disrupt our plans and cause significant damage to our homes and communities. Being physically and financially prepared is crucial to weathering the storm and minimizing its impact on your life. Here’s how.
August 28, 2024
How to Save Energy and Money at Home
Learn simple tips to help you save money and do your part to help the environment.
June 5, 2024
Rent or Own a Home: You Decide
Should you rent or own a home? Each option has benefits and drawbacks to consider. Let’s take a look.
May 10, 2024
Simple Ways to Save More
Are you tired of feeling like your savings account is stuck in neutral? Let’s take a look at a few simple ways you can save more money.
April 30, 2024
How to Protect Your Business from Fake Check Scams
Fake check scams can happen to any business. Learn preventative measures to protect your business.
March 21, 2024
How to Safely Navigate the Online Marketplace
Fake stores capitalize on the trust consumers place in popular social media platforms to advertise products that either don’t exist or are of subpar quality. How can you protect yourself?
March 12, 2024
Strategies to Deal with a Volatile Market
If you’re relatively new to investing, you may have heard of market volatility but not experienced it firsthand. Learn strategies to deal with a volatile market.
March 11, 2024
What to Consider Financially Before Buying Your First Home
Buying your first home may be your most significant financial move to date. Here are the most important things for first-time buyers to consider as you begin your search.
February 12, 2024
Defend Yourself Against Skimmers
How can you protect yourself from skimming? Learn what you can do.
January 15, 2024
Best Money Moves to Start the New Year
Here are some of the best money moves you should take as you step into 2024.
January 1, 2024
Gift the Gift of Savings for the Holidays
As the holidays grow closer, the search for the perfect gift intensifies. While toys and gadgets may bring instant joy, consider giving a gift that will keep on giving – a savings account. Find out more.
December 15, 2023
It’s Time to Simplify Your Holiday Gift-Giving
The holiday season is a time of joy, but it can also be stressful, especially regarding gift-giving. Fortunately, modern technology has revolutionized the way we shop and exchange presents. Let’s look at ways to streamline your holiday gift-giving process this year.
November 7, 2023
Protect Your Heart and Your Wallet from Romance Scams
Love has found a new battlefield – the Internet. Unfortunately, some fraudsters prey on those looking for love, taking their money and leaving them emotionally shattered. Learn how you can protect yourself.
October 11, 2023
Securing Your Legacy: Why You Need an Estate Plan
When it comes to estate planning, many people mistakenly believe it’s only a concern for the wealthy. But in reality, having an estate plan is essential for everyone. Here’s why.
October 6, 2023
Doing Back-to-School Shopping Right
Back-to-school shopping can be an exciting and overwhelming time for students and parents. And with some planning and organization, you can ensure that your back-to-school shopping experience is done right.
August 7, 2023
Protecting Your Business from Insider Corruption
Insider corruption can have devastating consequences for your business. Here are a few practical strategies to prevent this type of fraud from happening to your business.
July 27, 2023
Staying Safe on Public Wi-Fi Networks: Risks and Precautions
With the widespread availability of public Wi-Fi networks, staying connected has become easier than ever. Unfortunately, these networks come with inherent security risks. Learn how you can protect yourself.
July 6, 2023
Debunking Six Home-Buying Myths
Buying a home can be an exciting yet intimidating process. So let’s take a closer look at some of the most common home-buying myths and debunk them.
May 2, 2023
Getting Real and Raising Money-Smart Kids
Money can be a challenging topic to discuss with your children. So here are five tips to help you develop money-smart kids.
April 5, 2023
Home Improvement Moves That Build Equity
If you want to build equity in your home, it’s essential to know that not all home improvements are equal. Where do you start? Learn more.
March 3, 2023
What’s Your Money Personality?
Understanding your money personality can shape your approach to saving, investing, and spending. Learn more.
February 2, 2023
Zelle Tips – Old Friend Scam
Zelle payments are made in real-time and can not be recalled or canceled so it is best to pay only people you know or have met in person.
January 19, 2023
Mobile Payments: A Quick and Safe Way to Make Your Life Easier
Your phone can become your digital wallet to pay for the things you need quickly and safely. Here’s how.
January 9, 2023
Zelle Tips – Foreign Prison Scams
Zelle payments are made in real-time and can not be recalled or canceled so it is best to pay only people you know or have met in person.
December 21, 2022
All You Need to Know About IRAs
Individual Retirement Accounts (IRAs) are personal retirement savings accounts that offer tax benefits. There are two types of IRAs: Traditional and Roth. What are the differences, and which is best for you?
December 14, 2022
Scams You May Not Know About
Scams by email, text, social media, and more are on the rise. Let’s look at some of the bold and more aggressive scams so you can protect yourself and your family from harm’s way.
October 6, 2022
The Do’s and Don’ts of Online Shopping
No one wants to fall prey to an online shopping scam. And with the holidays around the corner, it’s even more important to know which
September 7, 2022
How to Overcome Financial Challenges
Life happens. And because of that, you may encounter financial changes at some point in your life. So here are some ways you can overcome the challenges you face and effectively manage your money.
July 31, 2022
Travel Safety Tips to Keep in Mind this Summer
Whether traveling in the country or abroad, there are ways you can protect your family and your money from harm. Consider these tips to help you stay safe on your next vacation.
July 15, 2022
Have You Reviewed Your Credit Report? Now’s the Time!
Your credit report is a financial snapshot of your credit reputation. And because your credit picture can significantly impact so many vital areas of your life, it’s critical to review your credit report at least once a year. Here’s where to start.
June 2, 2022
Medical Banking
Our dedicated, experienced, Medical Banking team takes exceptional pride in building lasting relationships, while providing the very best in personal attention and financial expertise.
May 23, 2022
What You Need to Know About Elder Abuse
We all get older—it’s just part of life. And while it is something none of us can avoid, there are things we can do to protect ourselves and our loved ones from the pains associated with elder financial abuse. Read more.
May 9, 2022
Best of the 405!
Congrats, Alan Webb! Alan and the Quail Creek Investment Center was voted ‘Best of the 405’ by the readers of 405 Magazine.
April 20, 2022
Five Reasons to Make the Switch to eStatements
eStatements give you quick, safe, and clutter-free access to your accounts. Discover other benefits of enrolling in eStatements.
February 5, 2022
