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
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 banking, community, Community bank, Entrepreneur, Executive, finance, Financial services, Taxes, Vince Liuzzi
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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 http://www.accenture.com/us-en/insight-millennials-money-wealth-management Pretty extensive review of millennials and wealth management and wealth building strategies.
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 banking, college tuition, community, DNB First, Financial services, home equity, Leadership, Vince Liuzzi, vinceliuzzi.com
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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
Posted in Banking, Personal Finance
Tagged banking, Banking Services, finance, Financial services, income taxes, irs, Taxes, Vince Liuzzi, Vincent Liuzzi, Wealth management
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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
Posted in Personal Finance
Tagged banking, community, DNB First, finance, Financial services, Retirement, Savings, Vince Liuzzi, Vincent Liuzzi, Wealth management
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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!
Posted in Banking, Community, Personal Finance
Tagged banking, community, DNB First, Financial services, mortgage, Vince Liuzzi, Vincent Liuzzi, Wealth management
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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” … Continue reading
