Banking & Finance
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Firstrust Bank a Key Supporter of Philadelphia Youth Basketball as It Opens World-Class Facility in Nicetown
Kenny Holdsman, the co-founder and CEO of Philadelphia Youth Basketball, has fond memories of his first meeting with Richard Green, the Executive Chairman and Owner of Firstrust Bank, almost a decade ago. It was the summer of 2015, and Holdsman, a lawyer who was taking his talents to the nonprofit sector, had just launched PYB,…
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LINKBANK Appoints Malvern Resident Joe Keefer as Senior Banking Officer in Delaware Valley Region
LINKBANK has appointed Joe Keefer as Senior Banking Officer in the Delaware Valley region. Keefer’s broad-based banking and leadership acumen makes him the ideal individual for the role of Senior Banking Officer. He brings an abundance of knowledge to the Bank, leveraging over 40 years of senior leadership expertise in the banking and real estate…
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5 Actions to Take Ahead of 2025 Tax Law Sunset
The Tax Cuts and Jobs Act of 2017 (TCJA) brought numerous changes to the tax code, including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of…
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Audacy Officially Files For Chapter 11 Bankruptcy
After working diligently to avoid this course of action, Audacy has begun a prepackaged Chapter 11 bankruptcy protection proceeding, writes Jeff Blumenthal for the Philadelphia Business Journal. The bankruptcy filing came after Audacy reached a restructuring deal with a “supermajority” of its debtholders, which will reduce most of its $1.9 billion in debt. This would…
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Meridian Bank’s Executive Vice President of SBA Lending is a Team Player Both in and Out of the Workplace
Meridian Bank Executive Vice President Rocco Perate is a team player both in and out of the workplace. As the leader of the SBA Lending department, he coaches his team to help small businesses. With a goal to lead Meridian Bank to be the top SBA lender in the region for the fourth year in…
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WSFS Celebrates Grand Opening of 1818 WSFS Bank Place Banking Office and Wiss Fiss Lounge
WSFS Bank recently celebrated the grand opening of its banking office and the accompanying Wiss Fiss Lounge, marking another chapter in the bank’s commitment to Philadelphia. The new banking office is located at WSFS’ Philadelphia headquarters at 1818 WSFS Bank Place on Market Street. Located in the heart of Center City, the new banking office…
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Deadline Nears to Submit Nominations for Citadel Heart of Learning Awards
The Citadel Credit Union’s 23rd Annual Citadel Heart of Learning Awards program is rapidly approaching its nomination deadline of Jan. 15. This urgent call invites nominations for outstanding teachers across Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties who go above and beyond for their students at the elementary, middle, and high school levels. In addition…
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Bridging the Knowledge Gap: C&N Partners with ABA for Financial Education
As part of its dedication to community development, C&N has joined forces with the American Bankers Association (ABA) Foundation to cultivate financial literacy and empower individuals across generations. Together, their impactful partnership has already touched the lives of 1,704 individuals, planting seeds of security and harvesting hope for a brighter financial future. This spring, C&N’s passionate teammates…
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Bryn Mawr Trust’s Elizabeth Wagner Helps Transform Charitable Giving into Impactful Legacies, Offers Tips to Maximize Year-End Giving
As Senior Vice President and Director of Institutional Wealth Management at Bryn Mawr Trust, Elizabeth Wagner is more than just a financial expert; she’s a visionary who helps transform charitable giving into impactful legacies. A devoted community advocate who has served in a variety of roles at many nonprofits throughout her career, in addition to…
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American Heritage Credit Union Donates Hundreds of Gifts and Essentials to Local Families This Holiday Season
American Heritage Credit Union is celebrating its annual giving initiatives through its Adopt-A-Family Program and donation drives to embody its “people helping people” philosophy this holiday season. More than $22,800 was raised throughout the year through 23 fundraising programs hosted by the Adopt-A-Family Program. These funds are used to purchase gifts and essentials for over…
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The Power of Flex CDs in Today’s Economy
In a world where financial stability and growth are paramount, savvy investors are constantly on the lookout for opportunities that can not only protect their hard-earned money but also offer impressive returns. One such avenue that has been gaining traction is the Flex Certificate of Deposit (CD) offered by C&N. Flexibility to Meet Your Needs C&N’s Flex…
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Meridian Bank Ranked Top SBA Lender in Pennsylvania
Meridian Bank has been ranked a top lender in the Small Business Administration’s Eastern Pennsylvania District. Meridian Bank placed first in dollar volume and third in the total number of SBA 7(a) loans in the most recent SBA fiscal year 2023 (10/1/2022-9/30/2023). During that period, Meridian provided $128.8 million in 7(a) lending through 138 loans,…
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WSFS CARES Foundation Provides $10,000 Grant to Minds Matter of Philadelphia
As part of its continuing series of philanthropic activities, the WSFS CARES Foundation, the charitable giving arm of WSFS Bank, has provided a $10,000 grant to Minds Matter of Philadelphia. Minds Matter is a national nonprofit dedicated to promoting higher education, with 14 chapters across the country. The Philadelphia chapter was formed in 2011 and…
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American Heritage Credit Union Kicks Off Annual Grand Illumination with Fireworks, Holiday Performances
American Heritage Credit Union — which has locations in Philadelphia, Bucks, Montgomery, Delaware, and Camden counties — recently kicked off its 16th Annual Grand Illumination at its main campus in Northeast Philadelphia. Attended by approximately 25,000 community members, the event featured free holiday performances, a fireworks display, and a grand prize drawing for a 2024…
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5 Hidden Costs of the Holiday Season
It happens every year. You think you’ve budgeted accurately for the holidays, but somehow you end up spending more — sometimes considerably so — than you intended. You might immediately think of gifts as the biggest issue, but there are hidden costs for items or services you don’t necessarily think about right up front. Come January, the…
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Nomination Period Opens for 23rd Annual Citadel Heart of Learning Awards
Citadel Credit Union has opened the nomination period for its annual Citadel Heart of Learning Awards program. Nominations will be accepted through Jan. 15, 2024. The program honors local teachers throughout Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties who go above and beyond for their students at the elementary, middle, and high school levels. Posters will…
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Bristol Wells Fargo Joins Washington Crossing in Closing its Doors
As the banking world transforms into a digital platform, Wells Fargo in Bristol is soon closing its doors, writes Jeff Ward for 69 News. “This is not an easy decision or one we take lightly,” Wells Fargo said in a statement. “Branches continue to play an important role in the way we serve our…
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WSFS Bank Offers Tips for How Small Businesses Can Better Manage Their Expenses
Small business owners face a number of challenges, the most daunting of which is often expense management. Making accurate and informed financial decisions is critical to the success of any business, but more so for small businesses poised for growth. It is imperative for small business owners to learn effective methods for tracking expenses. A…
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