Some tools that might be useful!
Branch Banking – what’s happening to this channel?
With advances in technology and mobile banking in particular, many people wonder about the future of branch banking. Here’s some pretty interesting data – take a look!
Vince Liuzzi – Executive Leader, Greater Philadelphia Community
What’s wrong with my savings plan?
A surprising statistic about the decline in personal savings rate of consumers in America was shared recently in a report published by Nerd Wallet. The study shows a sharp decline in savings rates post the 2008 economic crisis. Through the end of the third quarter of 2013, the consumer savings rate in the United States was 4.9% – down from 5.8% in 2008 – a 10 year high mark. Continue reading “What’s wrong with my savings plan?”
Insurance vs. Savings Plans
Some good tips here!
The Wisdom of Warren
As a veteran banking professional and former senior executive leader at Wells Fargo Bank, I have been a student and follower of the teachings of Warren Buffett for many years. Its no secret that Warren and his company Berkshire Hathaway are one of the largest investors in Wells Fargo Bank and have been for quite some time. Continue reading “The Wisdom of Warren”
Leadership inspiring Action
“If you don’t know why you do something, people won’t have anything to follow”
A great video that breaks down leadership and the action it can inspire:
To Plan for Challenges is To Plan for Success
Planning and preparation is key! Some great points about how to achieve your goals.
Deciding to take a plunge towards your dreams can be a scary and exciting event as an entrepreneur. Of course with every great adventure comes unexpected obstacles and challenges. That’s why preparing for success is critical. Knowing that challenges will arise before you start on your entrepreneurial journey or adventure can be extremely advantageous. Even more important however, is knowing how to detect what may not initially appear to be an obstacle. It will also be helpful to ensure you are equipped with the appropriate tool or techniques to face these obstacles effectively.
For those of you beginning on your new journey towards your the creation of the business of your dreams, know that obstacles come in all shapes and sizes. Something as simple as an argument with a colleague, sibling, or spouse, a flat tire, a water pipe bursting in your backyard, or just about any random life event…
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Act your wage!
I love top 10 lists, and came across this the one the other day. In this article written by Dave Ramsey from Success.com, you will find several simple reminders to think about when you are managing your finances.
Spend less than you earn. This one, simple practice will save you a world of trouble. As Dave Ramsey says, “act your wage.” Simple advice we all should follow. Check out the other easy and practical ideas Dave shares. Enjoy!
Too young to be thinking of retirement? Think again!
So often, consumers get focused on financial planning for retirement way too late. While it may seem years or even decades away, the truth is – you should start this process early in your income earning life stage. Start planning for retirement when you begin your career; not when you look to end it. Continue reading “Too young to be thinking of retirement? Think again!”
Start your IRA planning now!
Yes it really is that time of the year. Millions of Americans will spend the next couple months preparing to file their tax returns. Undoubtedly, many of them will make the reactive decision to open an IRA account through this process. The April 15th deadline for IRA contributions to be counted for the previous tax year is a big driver of this increase in activity. Continue reading “Start your IRA planning now!”
Community Broker News and Views 