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April 2013
By Jeffrey J. Buonforte

transferring-wealth-tipsGet ready. One of the largest transfers of wealth in U.S. history is on the horizon. During the next 30 to 40 years, baby boomers are expected to transfer $30 trillion to their children—and that is above and beyond the $12 trillion that they are in process of receiving from their own parents.1 As a CERTIFIED FINANCIAL PLANNER™, I’ve been talking with our baby boomer clients about how to transfer this wealth, and with their adult children about how to plan to receive it.

To enha ...


By: Thomas Shara, CEO

Opportunities to teach children about money, and especially about earning and saving money, happen all around us -- at home, school, and during family leisure time. As children get older, they are more likely to make smart financial choices if they already have good habits to fall back on. While schools are also getting more involved, a parent is the first link in the learning process. Understanding at what age children can understand certain topics about money will help you to set them on the path towards achieving good financial habits.

Ages 3 – 6: What Is Money a ...


By Thomas J. Shara

How To Create A Culture Of CaringFostering a “Culture of Caring” or “Corporate Giving” program at your organization is good for your employees, the community and your business. Especially when your employees are engaged in the process and help choose the programs and the beneficiaries. At Lakeland Bank, we’ve been giving back since the day we opened our doors over 40 years ago, and our colleagues are an integral part of the Bank’s philanthropy efforts. If your business is looking to establish a program, then you ar ...


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