Tag Archives: Financial services

Insights on the Second Set of Qualified Opportunity Zone Regulations

Posted on June 22, 2019 by

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

Posted on April 26, 2018 by

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

Posted on October 13, 2014 by

“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?

Posted on February 25, 2014 by

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?

Posted in Community, Home Loans, Inspiration, Personal Finance | Tagged , , , , , , , , , , , | 1 Comment

Get Ready for Tax Season!

Posted on February 24, 2014 by

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 , , , , , , , , , | 1 Comment

Retire Early?

Posted on February 7, 2014 by

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 , , , , , , , , , | 1 Comment

How to Choose a Mortgage Lender

Posted on February 6, 2014 by

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

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