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Marc Ruiz of Oak Partners, Mind on Money: Estate Plans Are Crucial Road Maps

Marc-Ruiz Over the years helping families with their financial planning, I have come to appreciate the creation and maintenance of a well-crafted estate plan. By providing a solid road map of resources and intentions, an estate plan should not only serve to reduce the burden of our death on loved ones, it should also reflect how we intend the legacy of a lifetime of working and planning to impact our families and the world after we are gone.

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First Trust Credit Union Has a Lot to Love

First-Trust-Credit-Union-Has-a-Lot-to-LoveThere’s a lot to love...
It’s Me 24/7 Online Banking
Mobile Check Deposit
Instant Issue Debit Cards & Debit Card Lock Feature
...and so much more.

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Martin Binder Jeweler Offers Unique Craftsmanship, Client-Centered Service


For nearly 80 years, Martin Binder Jeweler has been a key part of the Valparaiso community, playing a role in countless marriages, anniversaries, birthdays, holidays, and other special occasions. Over the years, they have built a reputation as a trusted destination for clients around the Region seeking honesty, integrity, and fair pricing.

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1st Source Corporation Reports Record Earnings for the Full Year and Fourth Quarter 2018, History of Increased Dividends Continues: up 23% from Fourth Quarter 2017

rot31st Source Corporation (NASDAQ: SRCE), parent company of 1st Source Bank, today reported a record high net income of $82.41 million for the year of 2018, an improvement of 21.11% compared to $68.05 million earned in 2017. Fourth quarter net income was $21.45 million, an increase of 19.18% compared to $17.99 million earned in the fourth quarter of 2017. Income before taxes for the year of 2018 was $105.03 million, growing 3.62% compared to $101.36 million earned in 2017 and $27.61 million for the fourth quarter of 2018, an improvement of 17.24% compared to $23.55 million for the same period in 2017.

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Benjamin F. Edwards & Co. Brings Client First Service and Informed Investment Advice to Chesterton


St. Louis-based financial services firm Benjamin F. Edwards & Co. recently opened its first Indiana location in Chesterton. With the opening, the firm also added four long-time Chesterton financial advisors and two financial client associates.

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Marc Ruiz of Oak Partners, Mind on Money: Planning for Funeral Expenses

Marc-Ruiz Over the past few months I have unfortunately experienced a higher than typical level of people in my life passing away. A number of the passing individuals were clients, and so I was also involved with counseling the family regarding funding for the funeral and burial.

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TCU Announces Relief Measures for Federal Government Employees Impacted by Shutdown

teachers-credit-unionlogoTeachers Credit Union (TCU) has announced a package of relief measures available to members impacted by the federal government shutdown. The measures are intended to help provide financial security to impacted members and include:

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Flanagin’s Bulk Mail Service Exceeds $1,000,000 Savings Goal


Postage is just one way Flanagin’s Bulk Mail Service saves its customers money, but it is a measurable one! In 2018, Flanagin’s was able to meet their goal and save their customers more than a million dollars in postage.

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Marc Ruiz of Oak Partners, Mind on Money: Interest Rate Hikes Make Stock Market Rally Unlikely

Marc-Ruiz Well, that didn’t go very well. On Wednesday, the Federal Reserve conducted its last policy meeting of the year, at which the Central bank decided/announced it would raise short term interest rates again to a target rate of 2.25 percent to 2.5 percent.

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Marc Ruiz of Oak Partners, Mind on Money: Variable Universal Life Insurance

Marc-Ruiz Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal life insurance, it provides a flexible premium and an adjustable benefit—meaning the policyholder decides how much to put in the policy above a set minimum. By extension, the policyholder also determines the face amount of the policy.

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Marc Ruiz of Oak Partners, Mind on Money: Estimating the Cost of College

Marc-Ruiz Public Costs. Average in–state tuition and fees for public four-year institutions was $9,970 for the 2017-2018 school year.

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