Finance
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CRE isn’t dead: The deals aren’t just where you’d expectSep 05, 2026 4:16 pm - Higher interest rates, refinancing challenges and slower development activity have driven much of the recent media coverage surrounding commercial real estate (CRE). But while those trends are real, they don't fully capture the picture of what lenders, investors and developers are seeing across the market.
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The role of a banking partner in business growthSep 05, 2026 4:16 pm - Growing a business takes more than a great idea. It requires careful planning, smart financial decisions and access to the right resources along the way. While business owners often rely on accountants, attorneys and other advisers, a strong banking partner can also play an important role in supporting long-term business growth.
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The wrong people are paying off their mortgages
Sep 05, 2026 9:27 am - Almost one in every four homeowners is paying off their mortgage at a rate faster than they’re required to — but the people who would benefit the most from this strategy are the ones least likely doing it.
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Will you get your full Social Security payout? Here’s what experts say.
Sep 02, 2026 9:09 am - The funds saved for the Social Security program are on track to run dry six years from now. By law, on the day the trust fund hits zero (which is currently expected in 2032), all retirees’ benefits immediately drop by more than 20%.
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Interest rates are higher, but area banks are still lending to small businesses. Here’s how to get your loan.Aug 22, 2026 9:35 am - Interest rates have come down since their peak a few years ago. However, the prime rate, which is the rate most banks charge to their best and biggest customers, is at 6.75% and most of my clients are paying at least one or two percentage points above that. So financing is still not cheap.
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Rules for making grandparents part of college planningJul 29, 2026 9:51 am - If your child’s grandparents feel they have the resources to help out with college expenses and are offering their support, there are ways to optimize their contributions without jeopardizing financial aid.
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An IRA playbook to build wealth at every stage of life
Jul 18, 2026 7:33 am - In the world of financial planning, we often treat retirement accounts as static buckets. But for the savvy investor, an IRA has a life cycle that must evolve as they do. From a teen’s first summer job to a retiree’s final legacy bequest, the optimal way to use these accounts changes based on tax bracket and life stage.
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Americans are using credit-card rewards to pay for groceries, gas
Jul 16, 2026 3:09 pm - A pile of credit-card reward points can take you business class to Bali or cover a few days’ stay in a London boutique hotel. These days, as inflation strains American budgets, more people say they’re using points for daily essentials, from gasoline to cat litter.
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Families need to understand the true cost of attending collegeJul 15, 2026 9:04 am - A recent report in Inside Higher Ed said something that wasn’t surprising to me: Many students and families are unprepared for the true cost of college.
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Banks rake in big profits as both Wall Street and the US consumer stay strong
Jul 14, 2026 2:30 pm - Five of the biggest U.S. banks reported record profits on Tuesday, boosted by their trading desks and a remarkably resilient American consumer amid persistent global economic uncertainty.
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