Tag: Financial services
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JP Morgan: 9 interest rate hikes until March ’23
James Bullard, president of the Federal Reserve’s branch in St. Louis, is perhaps the most prominent speaker among the voices calling for a more … JP Morgan: 9 interest rate hikes until March ’23
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What Happens When Your Company is Merging — MiddleMe
For any startup and small business, acquisitions or mergers can change the company’s future. When a company is merged with a larger company, it means that big players have seen your company’s potential and would like to benefit from its popularity. For employees, mergers can be scary prospects because they may affect their job security. […] […]
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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, the newest investment incentive—Opportunity Zones—may have the most significant tax benefits yet. Check out this […]
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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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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 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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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 a report from the U.S. Department of Agriculture, “it will cost an estimated $241,080 for […]
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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) Need help preparing your taxes? If you qualify, the IRS has Free Tax Preparation by […]
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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!
Community Banker News and Views 