Business
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Citadel Credit Union to Host Webinar on Paying for College on Jan. 16
Citadel Credit Union will host a webinar, entitled “Paying for College: New FAFSA Rules and Enhanced Strategies,” on Tuesday, Jan. 16 from 1-2 PM. Clint Smedley, a Citadel Wealth Advisor, will discuss: A Certified Financial Planner with more than 16 years in the industry, Smedley assists Citadel members with a variety of insurance and investment…
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Startup Investing: How the Affluent Can Capitalize on High-Potential Opportunities
Welcome to the vibrant and promising world of startup investing, a realm where foresight meets opportunity. As an affluent investor, you’re not just participating in the financial markets; you’re at the forefront of pioneering change. This guide is crafted to illuminate your path, offering insights and strategies to adeptly navigate the startup ecosystem. Here, you’ll…
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Oil And Gas On The Run: Will You Ride The Coattails?
Tax benefits and direct investments in projects are two major kinds of accredited investments. And these investments have potential higher risks and can often turn opportunities into lucrative ones. Oil and gas have a variety of ways in which one can invest as well as a variety of tax benefits. Whether it’s the oil extraction…
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Navigating the Path to Legacy: Establishing a Dynasty Trust in Pennsylvania
For affluent families in Pennsylvania, the concept of legacy goes beyond mere wealth accumulation; it’s about ensuring that their hard-earned assets benefit generations to come. A dynasty trust is a sophisticated tool in estate planning that serves this very purpose. Let’s walk through the process of establishing a dynasty trust in Pennsylvania, helping you to…
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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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Are Alternative Investments Part of Your Economic Outlook?
Most of us are hearing some version of a recession coming in 2024. Investors are becoming worried with geopolitical issues in the East and interest rate hikes helping slow the economy. A portion of those investors are large institutions. Let’s uncover what they are doing about the risk of an economic slowdown. Institutional investors have around twenty…
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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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Navigating the Future: Economic Forecasts for 2024 with Expert Insights
As we embark on 2024, the U.S. economy is at a pivotal juncture, influenced by a dynamic mix of global and domestic factors. Let’s delve deeper into the economic forecasts for the year — drawing on insights from leading economists and financial experts — and explore what they mean for businesses, investors, and consumers. Economic…
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4 Year-End Planning Strategies for Qualified Charitable Distributions
The end of the year is a notoriously busy time, known anecdotally to both bring great joy and great stress as individuals across the country coordinate family time, work, travel, and last-minute income and tax planning strategies — all before the clock strikes midnight on Dec. 31, ringing in the new year. Qualified Charitable Distributions…
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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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Luxurious Family Vacations: Exclusive Experiences for the Affluent
Luxurious family vacations are about creating extraordinary experiences in breathtaking locations. For families who appreciate the finer things in life, vacations are not just about relaxation, but about making memories that will last a lifetime. Let’s delve into a variety of ideas for luxurious family vacations, each promising to offer something unique and unforgettable for…
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