Financial Planning
Mid-Year Personal Finance Goals Check-In:
How To Reach Your Personal Finance Goals for the Second Half of 2025
Posted: July 2, 2025
Halfway through the year is the perfect moment to pause and look at your personal finance goals. Are you on track with the financial goals you set back in January? Have unexpected twists thrown you off course? Whether you’re a young professional trying to boost your savings, a small business owner juggling cash flow, or a personal finance enthusiast perfecting your game plan, a mid-year financial check-in can make all the difference in crushing your goals by year’s end.
Financial Planning
Posted: February 3, 2025
Notices & Disclosures
Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:
- In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
- Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
- Email: [email protected]
- (link sends e-mail)
- Website: www.dob.texas.gov
Investment and Insurance Products are:
- Not insured by the FDIC or any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Deposit products offered by Jefferson Bank. Member FDIC
NMLS# 597833
Mobile and Online Banking with enhanced features.
Real-time access. Anytime.
We keep up with technology to help you stay in touch with and in control of your financial world from virtually anywhere, 24/7.
Use your smartphone or tablet to view current and available balances, transfer funds, deposit checks into your accounts, pay bills, and more.
Download the free*
Jefferson Bank app today.
*While Jefferson Bank does not charge fees for the use of Mobile Banking or Online Banking, message and data rates may apply. Check with your service provider for details.
Android™ and Google Play™ store are trademarks of Google LLC. Apple®, and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. App Store® is a service mark of Apple Inc.
