Category Archives: Financial Planning

Read the DNB First blog posts on financial planning: discussions on annuity use, life insurance, college financing, and more!

4 Reasons to Buy A Home This Winter! — Inside My Real Estate Mind

Lots of options for First Time Home buyers.  Get ready this winter and early spring for the home buying season – Fannie Mae – Home Ready or Federal Home Loan Bank’s – First Front Door programs are a really good … Continue reading

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A Guide To The Benefits Of Business Credit — Australia Guides

In this guide to the benefits of business credit; we explain what business credit is, outline the factors that are used to determine business credit, and detail the benefits of having good business credit. Jump To: What factors determine business … Continue reading

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Millennials and Money: Next Era of Wealth Management | Accenture

Accenture’s latest wealth management report details how Millennials are changing the way wealth is managed. Read more. — Read on http://www.accenture.com/us-en/insight-millennials-money-wealth-management Pretty extensive review of millennials and wealth management and wealth building strategies.

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4 Smart Home Equity Moves

by Vince Liuzzi Executive Vice President and Chief Banking Officer, DNB First If you’re a homeowner, your mailbox is probably piled high with offers to “get the cash you need fast” with a home equity line or loan. It’s easy … Continue reading

Posted in Financial Planning, Home Loans, Personal Finance

7 Easy Ways to Put Yourself in a Better Home Buying Position

by Vince Liuzzi Executive Vice President and Chief Banking Officer, DNB First Spring isn’t just the start of baseball season; it’s also the beginning of another big season – the spring home buying season. And just like baseball, the home … Continue reading

Posted in Financial Planning, Home Loans, Personal Finance

Go Beyond the Annuity Myths

by Vince Liuzzi Executive Vice President and Chief Banking Officer, DNB First   “They’re too complicated.” “They’re only for old people.” “The fees are outrageous.” “Any extra money you have goes to the insurance company when you pass away.” Annuities … Continue reading

Posted in Financial Planning, Retirement Planning