Banking & Financial Advice

Many high earners have both 401(k)s and IRAs. Perhaps the IRA was a rollover from a previous job or from IC work. But, as an article from U.S. News states:

First American Bank will relocate its current Hialeah branch to 1435 W. 49th St. in Hialeah after purchasing the strip mall. The privately held, full-service bank with more than $6 billion

“It was a great day,” Keith Costello says of the January day when Locality Bank received its bank charter from the Florida Office of Financial Regulation. “We also had the

On September 23, 2021, Bank Leumi USA announced its intent to merge with Valley National Bank. Jeff Watts (pictured), Southeast Region Market President for Bank Leumi USA, recently discussed what

When you talk about home insurance, it’s impossible not to talk about the water: the leaks and the water spots and the plumbing issues that every homeowner, everywhere, has to

“Not to sound too gloomy,” says Michael J. Unger, “but the pandemic has completely changed the way we view life.” The high-energy executive, an assistant vice president and investment officer

Lidia Longa is a partner with Gerson Preston in the tax and accounting department. With more than 20 years of experience in the public accounting profession, Lidia has practiced in

No patch of grass has ever grown under this marathon runner’s feet. Tyler Smillie’s bio reflects the density of the driven. If his robust educational and work history reads like

Yesterday, Locality Bank received a bank charter from the State of Florida Office of Financial Regulation. Cofounder Keith Costello announced that the bank would be open for business starting today. “Lots

Blockchain, the granddaddy of cryptocurrency platforms, has acquired Buenos Aires-based SeSocio, one of the largest crypto companies in Argentina and one of the most prolific across Latin America. With its

Providing financial resources and volunteering to help support local non-profits is a way to give back and support the community. For Jeff Klink, Valley Bank’s Regional President for South &

Ocean Bank recently ranked as the top SBA 504 program producer in the tri-county area during the fiscal year ending Sept. 30, 2021, with 40 approved loans totaling $18.9 million. It