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Tightening Credit Proactively for 2019

As we begin to close out the year and take a January sigh of relief, I want to take a brief hiatus from our recent “Exhilarating Basics of Credit” discussion to address some of the trending we are seeing in credit and the strategic steps we are proactively implementing in order to be ready for the challenges of 2019. Many of you may ask why I would care to share this information publicly? The answer is simple, whether you are a colleague, a..

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Wealth & Lifestyle Philanthropy Enjoy Grow Build

Thinking About Philanthropy

| 6/6/18 3:33 PM

"I probably should" is an answer that I hear quite often when I ask "Are you serving on a nonprofit board?"My title, VP Philanthropic Services, opens up the dialogue with strangers on airplanes, and I do feel like an evangelist for the nonprofit sector. My motivation comes from the transformation that I have seen in people who add nonprofit work to their lives.

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Cyber Security Grow Build

Tax planning – Cyber Security Edition: Spring 2018

Keep your data cyber safe

Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” The Internal Revenue Service could now add a third certainty, “scams,” to this quote because of the increasing attempts to swindle taxpayers. When Franklin originally penned this in his letter to French physicist Jan-Baptiste Leroy, the United States Postal Service was only 14 years old and mostly delivering mail..

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