Impact Investing + Tax-Smart Giving = High Impact Charity Grants

When it comes to charity, donor-advised funds are an ideal way for people to make a difference because they help donors stay nimble to immediately respond to unforeseen world events, while maintaining their commitment to their core giving interests. Although a significant amount of wealth in the U.S. is tied up in non-publicly traded assets…

Hurricane — YIKES!!! 6 Things You Gotta Do to File a Solid Claim

The 2017 Atlantic hurricane season is forecast to be more active than historical averages with regard to the number of named storms. Experts are calling for an above-average number of named storms with 14 expected. CSU forecasts an average number of hurricanes this year, with six expected in the Atlantic Basin. A below-average number of major hurricanes – two – is also…

Walmart Still Kickin Ass in Retail – Butt – Dollar Stores Gaining Ground

Retailers will always be measured by sales numbers, and ranking the leaders is important even though 55 year-old Walmart is the 800 pound gorilla. However, the nation’s largest retailers are posting strong vitals. They’re embracing creative disruption, reinventing physical stores as places for brand experiences and exploring new ways to connect with the consumer.  All…

Student Loan Servicers Blunt Public Service Loan Forgiveness Program

The Public Service Loan Forgiveness (PSLF) program provides people in public service jobs with a path to debt forgiveness after 10 years, with the first borrowers eligible in October 2017. Borrowers report that servicers delay or deny access to loan forgiveness through wrong information about their loans, flawed payment processing, and bungled job certifications.  The…

Consumers Still Want to Hug a Fat Friendly Banker When Inking a Mortgage

Most Americans agree while they use online resources for research, they prefer to apply for a mortgage in person. Consumers also indicated, though, that mobile or online services are important when it comes to obtaining a mortgage or making mortgage payments. Sixty-one percent of respondents consider mobile and online services very important or somewhat important,…