Financial security

TD Awards $5 Million to U.S. Organizations Addressing Systemic Barriers to Affordable Housing

Retrieved on:

Tuesday, March 5, 2024

This year's recipients include five U.S. non-profit organizations providing innovative solutions that address systemic barriers to affordable housing across the continuum from transitional to permanent homes.

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This year's recipients include five U.S. non-profit organizations providing innovative solutions that address systemic barriers to affordable housing across the continuum from transitional to permanent homes.
The lack of affordable housing causes serious ripple effects that impact everything from health outcomes to educational opportunities to overall financial security," said Shelley Sylva, Head of U.S. Corporate Citizenship at TD Bank.
"Through the TD Ready Challenge, we're standing behind organizations with promising new ideas to address systemic barriers to permanent and stable housing in communities across our footprint and helping to create additional economic opportunities for all."
"Clarifi is proposing a multi-intervention strategy to address barriers to affordable and sustainable housing for low-to-moderate individuals and families in the Greater Philadelphia area.

THE HUB INTERNATIONAL 2024 OUTLOOK HIGH NET WORTH SURVEY SPOTLIGHTS GLARING GAPS IN RISK MANAGEMENT TO SAFEGUARD WEALTH

Retrieved on:

Wednesday, December 6, 2023

Perception, Property, Policy, Risk management, HUB, Risk, Insurance, Weather, Financial security, Reputation management, Travel, Education

CHICAGO, Dec. 6, 2023 /PRNewswire/ -- Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, released its 2024 Outlook High Net Worth Survey, which assesses the issues affecting affluent families' profitability and resiliency, and offers key actions to consider in safeguarding their wealth for the future. The survey highlights that most affluent individuals believe they have a personal risk management program that adequately covers all aspects necessary to mitigate exposures. However, given the changing landscape, their perception of preparedness doesn't meet reality with few affluent families updating risk management procedures.

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However, given the changing landscape, their perception of preparedness doesn't meet reality with few affluent families updating risk management procedures.
Key findings and recommendations from the 2024 Outlook High Net Worth Survey are:
Close the gap between perceived and actual preparedness.
Read more insights on the HUB 2024 Outlook High Net Worth Survey, here .
Conducted earlier this year, the HUB 2024 Outlook High Net Worth Survey polled 200 high-net-worth individuals and their advisors on the issues affecting affluent families and strategies to safeguard wealth.

Modern Wealth Management Acquires Martin James Investment & Tax Management

Retrieved on:

Thursday, October 19, 2023

Personal Finance, Finance, Accounting, Professional Services, Asset Management, RIA, CPA, PFS, Acquisition, CFPS, Financial security, Financial adviser, Management, Interior design

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced the strategic acquisition of Indianapolis, IN-based Martin James Investment & Tax Management (“Martin James”), an integrated tax, wealth management and planning firm serving over 400 families, individuals and business owners.

Key Points:

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced the strategic acquisition of Indianapolis, IN-based Martin James Investment & Tax Management (“Martin James”), an integrated tax, wealth management and planning firm serving over 400 families, individuals and business owners.
The addition of Martin James demonstrates Modern Wealth’s commitment to delivering a full suite of wealth management and tax services to its clients.
“Martin James prides itself in offering a service that evaluates our clients’ full financial pictures, taking both their tax and wealth management needs into consideration,” said Martin James, who joins Modern Wealth as a managing director.
Originally focused on tax planning, the firm quickly grew into a hybrid tax, accounting and wealth management practice to provide its clients with integrated wealth management services.

Guarding Your Pocket and Boosting Your Investment: Why an Aftermarket Extended Car Warranty is a Smart Choice

Retrieved on:

Tuesday, October 17, 2023

Media, Financial security, LAS, Face, St. Louis Fed Financial Stress Index, Consumer electronics, Insurance, Online shopping, Video game

LAS VEGAS, Oct. 17, 2023 /PRNewswire/ -- Owning a vehicle can be both a privilege and a source of stress due to the specter of unexpected repair costs. However, an aftermarket extended car warranty companies are offering emerge as a silver lining, offering two significant advantages: efficient budget management and increased resale value.

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However, an aftermarket extended car warranty companies are offering emerge as a silver lining, offering two significant advantages: efficient budget management and increased resale value.
Effective Budget Management Extended car warranties act as a financial lifeline, especially for costly repairs such as the engine or transmission.
Selling a used car can be complex, but an extended car warranty can simplify and enhance the process:
Transferability: A transferable extended warranty boosts a vehicle's appeal to potential buyers.
An extended car warranty is more than protection; it's a wise financial choice that offers multiple benefits.

DCHFA partners with Jubilee Housing on its third affordable housing investment in September

Retrieved on:

Wednesday, September 27, 2023

Housing, Capital market, Supportive housing, KEB, Ontario Place, Rehabilitation, Community, Acquisition, Agency, Housing Stability and Tenant Protection Act of 2019, Financial security, Jubilee, Community development, Education, Property management, D.C

They transform what was once uninhabitable into fertile ground.” stated Christopher E. Donald, Executive Director/CEO, DCHFA at the groundbreaking of Ontario Place on September 13, 2023.

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They transform what was once uninhabitable into fertile ground.” stated Christopher E. Donald, Executive Director/CEO, DCHFA at the groundbreaking of Ontario Place on September 13, 2023.
Additional financing for Ontario Place is being provided by the DC Department of Housing and Community Development in the form of $23.8 million loan from the Housing Production Trust Fund.
Jubilee’s Justice Housing model focuses
on four goals: Housing Stability, High Sense of Community, Financial Security (including Education as a pathway), and Improved Health Outcomes.
Through its Multifamily Lending and Neighborhood Investment and Capital Markets divisions, DCHFA issues tax-exempt mortgage revenue bonds to lower the developers’ costs of acquiring, constructing and rehabilitating rental housing.

Modern Wealth Management Announces Acquisition of Midwest Financial

Retrieved on:

Tuesday, September 5, 2023

Personal Finance, Finance, Consulting, Professional Services, Asset Management, Marketing, RIA, Risk management, Interest, Motion, Acquisition, Financial security, RFC, RIAS, Financial services, Sales, Glidden

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced it has acquired the assets of Midwest Financial, located in Glidden, Iowa.

Key Points:

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced it has acquired the assets of Midwest Financial, located in Glidden, Iowa.
This marks Modern Wealth's fourth full transaction, following its recent acquisition of Barber Financial Group, Osiwala Financial Group, and Financial Security (collectively “Barber Financial”).
“With access to a broader team of financial professionals, we're now better positioned to devise and execute wealth management strategies tailored to our clients' needs and goals.”
“In evaluating Midwest Financial, it became clear that the firm’s commitment to holistic wealth management and exceptional client service align well with the Modern Wealth ethos,” added Jason Gordo , president of Modern Wealth.
“Integrating Midwest Financial into our modernized platform is another key milestone in our quest to equip RIAs nationwide with top-tier wealth management resources.”
As part of the acquisition, Modern Wealth will onboard the full Midwest Financial team and immediately begin integrating its platform of services.

Finseca: Graduates Should be Taking these Four Steps Ahead of Graduation

Retrieved on:

Wednesday, April 26, 2023

Financial security, Thought, Retirement, The, Magic, FSP, Life insurance

But with careful planning and preparation, graduates can set themselves up for success by following these four tips:

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But with careful planning and preparation, graduates can set themselves up for success by following these four tips:
Create a budget and write out a plan.
Simply tracking your spending to stay within a budget can set you up for control of your finances.
For those of you just graduating, be sure to make your financial security a priority.
Listen up Grads, financial security is at your fingertips, but it starts by taking these four steps today!

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Retrieved on:

Tuesday, April 25, 2023

Personal Finance, Finance, Accounting, Professional Services, Asset Management, RIA, Acquisition, Financial security, Radio, RIAS, Barber, Financial services, Interior design, Financial adviser

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced it has acquired the assets of Barber Financial Group, Osiwala Financial Group, and Financial Security (collectively “Barber Financial”), with offices across Kansas, Missouri and Michigan.

Key Points:

Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, today announced it has acquired the assets of Barber Financial Group, Osiwala Financial Group, and Financial Security (collectively “Barber Financial”), with offices across Kansas, Missouri and Michigan.
Barber Financial Group was established in 1996 by chief executive officer Dean Barber.
“Dean, Ken, Bud and the team at Barber Financial share our vision and passion for a better wealth management delivery model that enriches the financial lives of the families we serve,” added Jason Gordo , president of Modern Wealth.
Barber Financial, Osiwala Financial Group and Financial Security will now be fully integrated into the Modern Wealth brand.

Finseca: Three Lessons Ordinary Americans Can Learn From SVB's Failure

Retrieved on:

Thursday, March 30, 2023

Financial security, Pessimism, Silicon Valley Bank, Weather, The, SVB, Family, Life, Risk, Investment, Insurance

For example, there are three clear lessons we can all learn from SVB's failure that we can apply to our own financial situations.

Key Points:

For example, there are three clear lessons we can all learn from SVB's failure that we can apply to our own financial situations.
Whether you're a young person just starting out, a seasoned professional with a large family, or something in between, we can learn from SVB's failure to plan.
Ordinary Americans can start by assessing their situation, outlining their risks and financial goals, and putting together a path for long-term financial security.
The same could be true for ordinary Americans – things may look good today, but are you prepared for what may be coming around the corner?

TD Bank Deepens Impact in Philadelphia with $2.5 million in Charitable Giving and Support for Diverse Homebuyers and Affordable Housing Programs

Retrieved on:

Monday, March 27, 2023

CHERRY HILL, N.J., March 27, 2023 /PRNewswire/ -- TD Bank, America's Most Convenient Bank®, today announced two new program relationships supporting key housing and home ownership initiatives in Philadelphia, including a $2.5 million financial commitment to Local Initiatives Support Corporation's (LISC) Non-profit Preservation Initiative and a new relationship with CONVERGENCE Philadelphia. This investment further illustrates TD's focus on deepening its support of communities of color across Philadelphia.

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This investment further illustrates TD's focus on deepening its support of communities of color across Philadelphia.
TD Bank worked with local National Community Reinvestment Coalition (NCRC) members and Philadelphia community leaders to identify impactful initiatives that support areas of greatest need in the city, including mortgage origination, sustained support of non-profits and preserving the availability of affordable rental housing.
"We're excited to work together to drive meaningful change in housing accessibility and sustainability right here in Philadelphia."
"We are grateful for TD Bank's bold commitment to the preservation of affordable rental housing in Philadelphia," said Andrew Frishkoff, Executive Director of LISC Philadelphia.