Tag: community
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Celebrating President’s Day
Today we are celebrating President’s Day, though it is known to be George Washington’s birthday, we can celebrate all our presidents and their guiding wisdom throughout the years. So, if you have the day off and are looking for something “presidential” to do, check out some of these free in Philly museums. Around the country […]
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Every Life Has a Story
A few years ago, this YouTube video was shared with me for the very first time. It had quite an impact on me back then, just as it does today. Take the time to watch this short 3 minute video – it could change your perspective on how we perceive others. Be a leader in […]
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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, Andrea Coombes lays out 8 tips for success from early retirees. Vince Liuzzi
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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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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 […]
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Introducing… Your Community Bank Wealth Advisor!
Financial planning is a very important and very sensitive matter for consumers to tackle. When individuals think about and reflect on their future with respect to financial growth and stability, they are caused to deal with so many “what if” scenarios. What should I do if rates sharply rise? How about if they fall? How […]