Business
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Newsweek Names Citadel Credit Union One of America’s Best Regional Banks and Credit Unions of 2024
Citadel Credit Union has been recognized as one of America’s Best Regional Banks and Credit Unions of 2024 by Newsweek and Plant-A Insights Group. The recognition highlights Citadel’s commitment to delivering financial wellness and opportunity to the communities it serves. Citadel has long been committed to providing its members with superior financial products and services. This…
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5 Ways to Streamline Payments and Protect Your Small Business
Running a small business requires owners to make many daily decisions, including how to handle payments. Checks have long been a staple in business transactions due to their familiarity and straightforwardness; however, the evolving financial landscape presents alternative payment methods that can be more efficient and secure. Here are tips to streamline and secure your…
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Firstrust Bank’s Support of Variety’s Annual Sunshine Games Demonstrates Its Commitment to Inclusivity
Since 1976, Firstrust Bank’s support of Variety — The Children’s Charity of the Delaware Valley has helped to improve the lives of countless individuals with special needs. Recently, the bank was well represented — in the form of dozens of volunteers; a hefty donation; Trusty, the bank’s beloved mascot; and more — as Variety hosted…
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C&N Recognizes Katelyn K. Ackley for Achieving CCXP Certification
C&N, the region’s leading financial services company, recognizes Katelyn K. Ackley, AVP/Customer Experience Coordinator, who has successfully earned the Certified Customer Experience Professional (CCXP) certification. Administered by the Customer Experience Professionals Association™, a nonprofit, independent association, this prestigious designation demonstrates Ackley’s commitment to excellence in customer service and aligns with C&N’s ongoing dedication to providing…
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Some Investors Turning Their Backs on Target-Date Funds
Some investors are turning their backs on target-date funds, the most popular retirement investment on Wall Street, write Anne Tergesen and Oyin Adedoyin for The Wall Street Journal. Target-date funds are a long-term, professionally managed stock portfolio that recalibrates the mix as we race toward retirement age. According to Vanguard data, these funds currently attract…
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Citadel Credit Union Appoints New Community Lending Officer
Citadel Credit Union has appointed Kelbin “K.C.” Carolina as its new Community Lending Officer. The addition of this position, which was filled via internal promotion, underscores Citadel’s commitment to ensuring broader representation across its footprint with a focus on underserved communities. In this role, Carolina will proactively identify, develop, and maintain a quality network of community…
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Why Private Preferred Stocks Are an Investment You Should Consider
This double agent of stocks could be a strong investment in your portfolio. Most people know that businesses can be private or public. A business may choose to sell common stock or preferred stock. But, what most people do not know is that a public company can also sell private preferred stock. Public common stock is open to daily stock market…
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Firstrust Financial Resources a Lifeline for Families with Special Needs Adults Looking to Protect Their Tomorrows
Harvey Mills, a retired flight attendant, doesn’t sugarcoat the impact that Jerel Ruttenberg, a Senior Financial Professional at Firstrust Financial Resources, and FFR Vice President Brian Smith have had on his family. “They saved my life,” he said, “and that’s not an exaggeration.” With an adult daughter who has autism and an intellectual disability, and…
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Kin Wellness and Support Center Selected as Beneficiary of C&N’s 2024-25 Fundraising Efforts
C&N has pledged to raise funds through the end of May 2025 for the nonprofit Kin, a holistic wellness and support center in Furlong that provides free services through its unique, 360-degree care model to cancer patients, their caregivers, and oncology healthcare workers across Bucks County. Through the bank’s “Giving Back, Giving Together” campaign, C&N…
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How to Protect Your Business from Scams, Cybercriminals
Between 2020 and 2022, cyber attacks on small businesses increased by 150 percent. In today’s world, even the most routine activities like opening emails or surfing the web leave small businesses vulnerable to criminals. Each year, as cybercriminals perfect their techniques, the risks to businesses continue to grow, making it more important than ever to recognize…
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Take Note of These Changes in Retirement Savings Rules Before End of Year
Being unaware of most of the provisions Congress put into the landmark retirement law over a year and a half ago could prove costly to investors, writes Leonard Sloane for The Wall Street Journal. The provisions cover required minimum distributions, types of accounts that can be used for certain retirement-plan contributions, and a whole lot…
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C&N Donates $20,000 Through EITC Contributions to the Central Bucks School District Education Foundation
C&N has donated $20,000 to the Central Bucks School District Education Foundation under the Educational Improvement Tax Credit Program (EITC). The Central Bucks School District Education Foundation is a fundraising and community connections partner for the Central Bucks School District and its 23 schools. C&N supports the independent nonprofit’s mission of providing access to resources and…
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Ambler Savings Bank Empowers Local Businesses with Diverse Lending Options
Celebrating 150 years in business, Ambler Savings Bank remains a paradigm of support for local businesses, offering a wide array of lending options tailored to meet the diverse needs of entrepreneurs and business owners. From lines of credit to more structured term loans, the bank’s comprehensive approach to business lending is designed to foster growth,…
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This 401(k) Rollover Mistake Could Cost You Money
Workers who pull their retirement savings out of the stock market after changing jobs miss out on billions in investment gains, usually without meaning to, writes Anne Tergesen for The Wall Street Journal. When individuals transfer their 401(k) balances from their previous employer’s plan into an individual retirement account, these funds are often held as…
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Bristol-based Sojo Industries Raises $10M and Secures Major Partnership
Sojo Industries, a beverage technology company in Bristol, has raised $10 million in a Series A funding round, writes Ryan Mulligan for the Philadelphia Business Journal. This round included investments from Schreiber Corporate Ventures, part of Schreiber Foods, a global leader in food and beverage manufacturing, and Tech Council Ventures. Founded by Barak Bar-Cohen,…
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WSFS CARES Foundation Supports Community Organizations with $200,000 in Second-Quarter Grants
The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, provided second-quarter grants to the Be Ready Community Development Corporation and TeenSHARP. “The WSFS CARES Foundation is committed to aiding our local nonprofit partners in every step of their journey to improve the communities we serve,” said Patrick J. Ward, Executive Vice President, Pennsylvania…
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How to Protect Your Money in a Digital World
In today’s digital age, protecting yourself online is paramount. To help address this growing need, C&N has introduced MoneyArmor. This comprehensive fraud and cybersecurity program is designed to empower businesses and individuals of all ages with the tools and knowledge to safeguard their finances and navigate the digital landscape with confidence. Fraudsters are constantly devising…
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Meridian Bank Shares Latest Successes, Updates in Its 20th Anniversary 2023 Annual Report
Meridian Bank recently released its 20th Anniversary 2023 Annual Report in which Chairman and CEO, Christopher Annas, shared the Bank’s progress and successes throughout the year. Referencing the Bank’s primary business line in commercial lending and how it encompasses 70 percent of the balance sheet and the majority of earnings, Annas stated, “It has seen…
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