charitable giving

Year-End Charitable Giving    

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should…

first citizens banquet

2019 Annual First Citizen’s Banquet

Since 1950, the Salem Chamber has honored those who exemplify servant leadership. These are individuals who, through their business, volunteering, and philanthropic efforts, improve the lives of those in the community by serving first. The First Citizen Awards Banquet recognizes individuals in the categories of Outstanding Young Professional, Distinguished Service Award and First Citizen. These men…

Team Retreat

Team Retreat 2019

At the start of every new year, our team sets aside a day to gather offsite. Yesterday, we celebrated the accomplishments of our firm and staff, analyzed the missed opportunities and set goals for the year ahead. Here are some of the highlights: We hired Sarah Sepulveda While we knew we wanted to bring on…

financial education

2019 Financial Education Seminar

We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout. David Cahoone, PA covered tax law changes, opportunities within charitable gifting and updates to consider moving forward. Larry reviewed…

nedco

NEDCO | Financial Foundations

Last week, I enjoyed leading a class for the Neighborhood Economic Development Corporation (NEDCO) and their Financial Foundation course. For more than 35 years, NEDCO has been building opportunities in our community. By supporting financial stability and responsible homeownership, providing access to markets for local farmers and food producers, and creating unique programs for micro-businesses,…