Season’s Greetings! Seems like we went from pumpkins on the doorstep to wreathes on the doors overnight.
The holidays are a perfect time to reflect and take stock of your finances for the past year and to look ahead. As we approach winter, a bit more laid-back time on Cape, I invite you to talk with us to discuss customizing a financial plan to meet your needs ahead of – yes, I’ll say it – another busy summer season.
Pledge to Shop Local
We are delighted to once again support Love Live Local, a leading advocate for small businesses on Cape, through the sponsorship of the 2024 Shift Local Pledge.
By signing the pledge to spend at least 10% of holiday gift budgets locally, we can all play a significant role in ensuring the unique shops and retailers in our downtowns and village centers have a banner holiday season.
And while you’re shopping locally, don’t forget to reward yourself by using your Coop debit card. With our MyCapeRewards program you earn points for your purchases that you can use for gift cards and more.
Meet Your Banker: Charlotte Green
With each edition of our Bank On It newsletter, I look forward to introducing one of our incredible team members. Today, I’m pleased to introduce you to Charlotte Green.
As our Residential Mortgage Sales Manager, Charlotte leads our team of mortgage lending officers who help with mortgages, refinancing, home equity lines of credit and more.
When she’s not volunteering with Cape Cod Young Professionals or Falmouth Volunteers in Public Schools, you’ll likely see her on the local stage. She’s active with the Woods Hole Theater Co., and most recently she starred as Ashley in “Oat Squares” with the Sandwich Arts Alliance.
Beware of Holiday Scams
‘Tis the season to shop – but don’t let scammers play the Grinch to your holiday cheer. The annual rush to finish your shopping makes it easier to fall prey to several popular scams that make the rounds this time of year.
Don’t fall for fraudulent delivery notifications asking for personal information. Most often received as an email or text message, this trick can be quite deceiving. If you’re anxious to have a particular package arrive, check directly with the vendor for status and tracking information.
Another scam frequently encountered solicits donations. As scammers prey on your goodwill and holiday spirit, a little skepticism goes a long way. Avoid clicking suspicious links and double-check charity credentials before donating.
Additional information about holiday season fraud can be found here.
Our Holiday Hours
We’re Here to … (Holiday Mix)
Click here to view an accessible transcript
- Tuesday, Dec. 24: 8 a.m. to noon
- Wednesday, Dec. 25: Closed
- Tuesday, Dec. 31: 8 a.m. to 4 p.m.
- Wednesday, Jan. 1.: Closed
Enjoy the reminder of the season as our villages are aglow in holiday lights and festive music fills the air! I’ll be back with another bank update at the beginning of the New Year.
Best Regards,
Lisa