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<April 2015>



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November 2010
By: Lakeland Bank
Family with Snowman
We all want to treat our loved ones during the holiday season, but a recent Consumer Reports Holiday Shopping Poll1 revealed that some 13.6 million Americans are still paying for holiday gifts they bought last year, which also tells us that we need to do a better job of living within our means. 

This year, to help trim some of those holiday expenses, we are sharing some of our favorite money saving tips!
Set a Budget
Create a list that includes everything you want ...

By: Jeffrey J. Buonforte
Couple with Femail BankerOnce you have a financial plan, which is the foundation of a healthy financial future, the next step is a roadmap of what needs to be done to succeed, or a wealth management program*.  This is an on-going process that is no longer reserved only for high-net-worth investors.
Wealth management is now available for savvy, well-prepared investors with a minimum of $25,000 to invest. It pays to start early ...

By: Jeffrey J. Buonforte

Bank Couple with BankerRecently the Star Ledger reported that over 40% of Americans may not be prepared for retirement.1 Meaning people may not have enough nest eggs to carry them through their golden years, or may have to delay their retirement.

Financial planning is something we should think about as early as age 35. It typically includes personal investing, tax planning strategies, insurance, retirement and estate planning and legal counsel.

We've always offered financial ...

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