Tag Archives: banking

Opportunity Zones: Increasing Investment Where It’s Needed Most

June 27th, 2019 FORT WAYNE, Ind. – How can Northeast Indiana and Fort Wayne boost development in economically distressed communities? Many federal incentive programs have been created over the years, including the New Markets Tax Credit, Empowerment Zones and more; however, … Continue reading

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Insights on the Second Set of Qualified Opportunity Zone Regulations

Insights on the Second Set of Qualified Opportunity Zone Regulations Insights on the Second Set of Qualified Opportunity Zone Regulations — Read on commercialobserver.com/2019/06/insights-on-the-second-set-of-qualified-opportunity-zone-regulations/ Really good overview of Opportunity Zone program.

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10 Simple Things You Can Do For Your Team Today to Make Their Day Better

Helping your team feel good each day is a role every leader should play. It doesn’t have to be a big thing or complicated. Sometimes the easiest actions can be the most important in helping to create engagement and make … Continue reading

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When Soaring College Costs Hit Home

“Poverty is hereditary – it comes from your children.”  Comedian Phyllis Diller may have been joking when she said that, but anyone who is raising a child today knows that there’s nothing inexpensive about having kids. In fact, according to … Continue reading

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Get Ready for Tax Season!

If you haven’t done so already, taxes will be due before you know it! Here are some helpful resources to assist you in preparing: 1) Bonnie Lee of Fox Business outlines 5 tips for preparing for taxes this year. 2) … Continue reading

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Thinking of a refinance – what’s holding you back?

Since 2012, many consumers across the United States took advantage of low rates and refinanced their high rate mortgages, lowering monthly payments and freeing up cash for other purposes. If you happen to be one of the approximately 20 million … Continue reading

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Retire Early?

Although it may not always be a possibility for everyone, preparation is key. Remember, its’ never to early to plan for retirement. As this couple found out early retirement was achievable by making some quick drastic changes. In her article, … Continue reading

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How to Choose a Mortgage Lender

Reminds me of an earlier post here. Another topic your community wealth adviser can help you with!

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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 … Continue reading

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