Banking & Finance
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Is Tax-Exempt Financing Right for Your Nonprofit?
Nonprofit organizations are not immune to the current financial challenges. An often-underutilized tool to help with these challenges is tax-exempt financing. Whether your organization is a health system, residential healthcare or senior housing facility, or another nonprofit organization outside of the healthcare space, there are options to explore that should fit your needs. Bank held…
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Safeguarding Your Golden Years: Financial Tips for Seniors and Caregivers
February is Senior Independence Month, a time to celebrate the autonomy and well-being of older adults, and financial security plays a crucial role in maintaining independence and peace of mind. Whether you’re a senior navigating your own finances or a caregiver supporting a loved one, here are some key tips to keep in mind: 1.…
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Labor of Love: Veterinarian Couple Shares What It’s Like Working Together and How Firstrust Bank Financed Their Dreams
When Dr. Nick Pope met his future wife, Dr. Elizabeth Pope, they were both students at the Oklahoma State University College of Veterinary Medicine and traveling down the same career path. Despite their passion for animals and shared dreams of becoming veterinarians, however, it was never their intention to one day work together. “We had…
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Firstrust Bank Expands Q2 Partnership to Strengthen Customer Engagement and Deposit Growth
Firstrust Bank has selected Q2 ClickSWITCH — a software-as-a-service (SaaS) solution for account switching — to help grow deposits, increase engagement, and provide its customers with a modernized digital account opening experience. The expanded partnership between Q2 and Firstrust, which began in 2019 when Firstrust deployed Q2’s digital banking platform to power its online and…
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Get off The 1031 Merry-Go-Round
A 1031 exchange allows investors to sell a real estate property and exchange it for another property if the conditions are met. A 1031 exchange permits the owner to defer capital gains. For the last sixteen-plus years, investors have had the option of selling their property and going into a passive ownership role with a…
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Delaware County Leadership: John Fessick, Market Executive for Pennsylvania and Delaware, Wells Fargo
From his office in Conshohocken, John Fessick, Market Executive for Pennsylvania and Delaware at Wells Fargo, spoke to DELCO Today about growing up in Stroudsburg as the oldest of four brothers. As a teenager, he explored a variety of different interests – sports, student government, music, Eagle Scout, and working nights at a hotel –…
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WSFS CARES Foundation Provided $2.7 Million in Charitable Grants and Contributions in 2023
The WSFS CARES Foundation, the charitable giving arm of WSFS Bank, provided grants and donations totaling more than $2.7 million to more than 390 community organizations located across Delaware, New Jersey, and Pennsylvania in 2023. WSFS also made a $2.0 million contribution to the WSFS CARES Foundation in 2023 to support future investments in its…
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American Heritage Credit Union Accepting Applications for 2024 Cecilia B. Grady Scholarship Program
American Heritage Credit Union is awarding 30 high school senior members with a $1,000 scholarship to help ease the financial burden of higher education expenses. American Heritage’s Scholarship Committee will select the 2024 recipients based on their scholarly merits, community and school involvement, a letter of recommendation, credit union eligibility, and a submitted essay describing…
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American Heritage Credit Union Launches My CU Home Connection Program
American Heritage Credit Union and its mortgage company, First Heritage Mortgage Services, have partnered with First Heritage Realty Alliance and Member Settlement Solutions LLC to launch the My CU Home Connection program. This program provides an all-in-one bundled service to help members search, buy, sell, and save on their next home. Homebuyers can earn realty cash rewards,…
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Protect Your Identity During Tax Season
As tax season approaches, it’s time to prep your financials and stay on guard against the looming threat of tax identity theft. It is perfect timing, as the last week in January is recognized as Tax Identity Theft Awareness Week by the Federal Trade Commission (FTC). Here at First Bank, we’re sharing into essential tips…
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C&N’s Unwavering Commitment Earns Coveted 5-Star Rating from Bauer Financial
Financial leader C&N has earned its 5-star Superior rating from Bauer Financial, the gold standard in bank and credit union analysis. This coveted accolade recognizes C&N’s unwavering dedication to financial strength, customer service, and overall industry excellence. C&N has consistently earned this designation each quarter for over a decade. Bauer Financial’s rigorous, independent assessment has…
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How to Manage Cash Flow for Your Business
Businesses of all sizes deal with cash flow challenges and a lack of working capital at one time or another. It’s a constant balancing act and something as small as a delayed invoice — or as large as a global pandemic — can wreak havoc if you’re not prepared. Understanding Your Cash Flow Cycle To…
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LINKBANK Appoints Malvern Resident Joe Keefer as Senior Banking Officer in Delaware Valley Region
LINKBANK has appointed Joe Keefer as Senior Banking Officer in the Delaware Valley region. Keefer’s broad-based banking and leadership acumen makes him the ideal individual for the role of Senior Banking Officer. He brings an abundance of knowledge to the Bank, leveraging over 40 years of senior leadership expertise in the banking and real estate…
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Firstrust Bank a Key Supporter of Philadelphia Youth Basketball as It Opens World-Class Facility in Nicetown
Kenny Holdsman, the co-founder and CEO of Philadelphia Youth Basketball, has fond memories of his first meeting with Richard Green, the Executive Chairman and Owner of Firstrust Bank, almost a decade ago. It was the summer of 2015, and Holdsman, a lawyer who was taking his talents to the nonprofit sector, had just launched PYB,…
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5 Actions to Take Ahead of 2025 Tax Law Sunset
The Tax Cuts and Jobs Act of 2017 (TCJA) brought numerous changes to the tax code, including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of…
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Audacy Officially Files For Chapter 11 Bankruptcy
After working diligently to avoid this course of action, Audacy has begun a prepackaged Chapter 11 bankruptcy protection proceeding, writes Jeff Blumenthal for the Philadelphia Business Journal. The bankruptcy filing came after Audacy reached a restructuring deal with a “supermajority” of its debtholders, which will reduce most of its $1.9 billion in debt. This would…
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Meridian Bank’s Executive Vice President of SBA Lending is a Team Player Both in and Out of the Workplace
Meridian Bank Executive Vice President Rocco Perate is a team player both in and out of the workplace. As the leader of the SBA Lending department, he coaches his team to help small businesses. With a goal to lead Meridian Bank to be the top SBA lender in the region for the fourth year in…
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WSFS Celebrates Grand Opening of 1818 WSFS Bank Place Banking Office and Wiss Fiss Lounge
WSFS Bank recently celebrated the grand opening of its banking office and the accompanying Wiss Fiss Lounge, marking another chapter in the bank’s commitment to Philadelphia. The new banking office is located at WSFS’ Philadelphia headquarters at 1818 WSFS Bank Place on Market Street. Located in the heart of Center City, the new banking office…
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