Tag Archives: Financial services

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

Posted in Business, Community, Leadership, Opportunity Zones, Tax Shelter, Uncategorized, Vince Liuzzi | Tagged , , , , , , , | Leave a comment

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.

Posted in Banking, Business, Opportunity Zones, Tax Shelter, Uncategorized, Vince Liuzzi | Tagged , , , , , , , , | Leave a comment

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.

Posted in Financial Planning, Retirement Planning, Uncategorized, Vince Liuzzi | Tagged , , , | Leave a comment

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

Posted in Banking, Business, Home Loans, Personal Finance, Uncategorized | Tagged , , , , , , , , | 1 Comment

Early Mortgage Payoff?

DNB First shared a link to an article today about “why you should make an extra mortgage payment” and it made me wonder, how many people have been able to pay off their mortgage early?

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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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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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