Author: Team SESLOC

SESLOC Spotlight SLO Hospice

SESLOC Spotlight: Hospice of San Luis Obispo County

SESLOC Spotlight highlights local organizations that make the Central Coast community so incredible. Hospice of San Luis Obispo County provides unique and essential support services for community members facing a life-limiting illness, end of life, or grief. Shannon McOuat, Executive Director, explains how community volunteers provide support: Hospice of San Luis Obispo County Industry: Nonprofit… Read more »

Sweetheart Scams

Beware of Sweetheart Scams

Sweetheart scams, also known as romance scams, are becoming increasingly common as people seek out connections online. The FTC reports that Americans lost over $209 million to sweetheart scams in 2019 — which is 40% more than reported the previous year. Sweetheart scammers seek out their victims online, through social media or dating websites. While… Read more »

Student Loans

Federal Student Loan Relief Scheduled to End

Update January 20, 2021 — President Biden signed an Executive Order directing the Department of Education to extend the suspension of student loan payments until September 30, 2021. Those with student loans can start planning for the October 1, 2021 resumption of payments. Learn more below: Update January 19, 2021 — The incoming Biden administration has announced… Read more »


SESLOC Spotlight: Economic Vitality Corp

SESLOC Spotlight highlights local organizations that make the Central Coast the best place to live. The Economic Vitality Corp is a local nonprofit providing economic development services and business resources throughout San Luis Obispo County. Maria Kelly, Interim Executive Director, explains how the EVC supports the local business community: Economic Vitality Corp Industry: Nonprofit Serving… Read more »


Am I Withholding Enough?

ASK A FINANCIAL PLANNER If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file… Read more »


Consolidated Appropriations Act Provides Relief to Individuals and Businesses

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here, as… Read more »

SESLOC Rewards to Kickstart the New Year

10 SESLOC Rewards to Kickstart the New Year

New Year, new you? Did you know you can redeem your SESLOC HomeFREE Checking™ debit card and Visa Signature® Rewards card points for merchandise and gift cards? Whether you plan to exercise more, renew your focus, or eat healthier, check out the top 10 SESLOC Rewards to kickstart your New Year’s resolutions. Not registered? Head… Read more »

Retirement Focus

5 Tips to Regain Your Retirement Savings Focus in 2021

ASK A FINANCIAL PLANNER In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these tips… Read more »

From Your CEO — Winter 2021

You have probably heard the saying “fresh start for a new year.” Never have we all collectively been more excited for a new year than in 2021! In the last quarter, we surpassed a monumental milestone of $1 billion in assets. Our growth is especially significant at a time when financial institution mergers and acquisitions… Read more »

Your 2021 Financial Checklist

Your 2021 Financial Wellness Action Plan

If your New Year’s resolution is to renew your focus on financial wellness, this 7-step financial action plan will give you the tools you need to succeed. The best part? It’s easy! 1. Check Your Credit Report Credit report errors are more common than you might think, and errors negatively impact your credit score. A… Read more »