Meeting Milestones

Meeting Milestones

Assisting you along your financial journey

For the month of October, Capital Community Bank (CCBank) will be spotlighting your life’s biggest monetary moments and what we can do to help you prepare for them financially. As Greater Utah Valley’s premier community bank, CCBank offers our collective experience and wealth of services to assist you in reaching your short- and long-term objectives. Living and working here, our team maintains intimate knowledge of the unique segments of Utah, because our staff represents all ages, single or married, as well as the “learning and earning” folks of our community. Whether you’re entering the workforce or getting ready to retire, our local financial institution provides the proper banking solutions for you.

Here are some of the unique segments, financial goals and banking services that CCBank wants you to consider and can offer assistance during your life stages:

Millennial Movers
When you’re just starting out, you might be spending more than you’re actually earning. Younger people are going to school, entering the workforce and finding a life partner. Offering credit cards and student banking, CCBank encourages young millennials to prepare for the following goals:
  • Buying a car or furniture
  • Establishing good credit
  • Financing further education and training
  • Saving for future needs while paying off debt
Flourishing Families
With children in the picture, you’ve got little ones depending on you to make smart decisions for you and your family. Now you’re earning more and advancing in your career. Providing savings accounts and home mortgages, CCBank wants thriving families to be aware of the following goals:
  • Purchasing a home and life insurance
  • Increasing savings and reducing taxes
  • Opening a retirement plan
  • Preparing a will
Retirement Ready
While you should really be preparing for retirement throughout the income-earning years, your 40s and 50s are a critical time to plan and invest for life after work. Your expenses should be going down as your savings begin to build. With checking accounts and Certificates of Deposit and available, CCBank customers preparing for retirement should be mindful of the following goals:
  • Paying off mortgage and other debt
  • Sending kids to vocational school or college
  • Starting a small business
  • Planning for retirement
Active Adults
Your work life is winding down or you’re recently retired, so now is the time to see the world, become a volunteer or transition to a part-time job. Working is less of a priority, while making the most out of your free time is paramount. Offering online services and debit card rewards, CCBank wants advancing adults to be aware of the following goals:
  • Optimizing taxes
  • Making life savings last
  • Considering options for assisted living
  • Planning your estate
Savvy Seniors
Later in life, hopefully you’re enjoying your retirement years – relaxing with your life partner, spending time with family and friends and participating in your favorite hobbies. Because you’re advancing in age, you need to be more mindful of your health. With no fees on cashier’s checks and other special services, CCBank hopes that smart seniors are well-prepared for the following goals:
  • Transitioning savings and pensions into income
  • Managing taxes
  • Realizing retirement savings
  • Updating your will and estate plans

Offering banking services and support throughout your life

Online or in person, CCBank puts you in control of your journey, focusing on your financial success every step of the way. After all, when you’re a customer of CCBank, it’s all about “Freedom of Choice.”

Discover how CCBank can serve your unique needs throughout your financial life stages.