LMCU’s Post

Explore the potential of SVCU's competitive loan rates. Whether you're planning a major purchase or considering refinancing, understanding your options is key. Reach out to (204) 734-7828 for a no-obligation discussion about how our rates could complement your financial planning.

Succession planning involves unique financial challenges for a family-owned business, and it is a critical component of a complete financial plan. But how can you cater to both the business and the family's needs? This article by Jawn Hendrix, TowneBank Private Banking Officer, includes key points to get you started. Visit TowneBank.com/Succession to read it or connect with Jawn at our office in Greensboro, NC, to start your plan today! #BusinessBanking #BusinessOwners #Succession

Have you found any effective strategies for managing debt and achieving financial stability? Send me a DM "Ready" for our Exclusive 12 Month Property Mentor Program Conclave. #liverich #morethanmoney #markrolton #conclave #householddebt #propertyinvestment #financialfuture #financialstability #investingtips #financialliteracy

Adam Friedman, Partner and Chair of Olshan Frome Wolosky LLP’s Bankruptcy & Financial Restructuring and Distressed Real Estate Practices, was interviewed on an episode of Yahoo Finance Wealth, in which Adam discusses the ways debt maturities, rising interest rates and other headwinds are impacting commercial real estate loans. You can watch the full episode here: https://lnkd.in/eQ7JzrC5 #OlshanLaw #BankruptcyLaw #DistressedRealEstate #DebtMaturities #InterestRates #CommercialRealEstate https://lnkd.in/eT8rYUaD

Business #TipTuesday There are lots of important factors to think about as you go through the process of obtaining business credit. Here are a few tips to consider. 📰 Maintain strong financial records Lenders will assess various financial statements when you apply. Make sure you have your documentation in order. 😄 Lead by example Remember that your personal financial history may be considered when applying for financing. 👏 Don’t give up If a traditional lender does not approve your application, look into building up your creditworthiness and reach out for support from small business organizations. Learn more by visiting our Financial Education Center. https://lnkd.in/e_A2KqZF #CreditUnionDifference #JoinWCCU #SupportLocal

CUInsight.com President and CEO, Lauren Culp, CUDE sat down with Saeid Kian, Co-founder and CEO at Ribbon, and asked him 3 questions about estate planning for credit unions. 1. Why did you decide to start Ribbon? 2. What's in it for credit unions to offer an estate center? 3. There's been a lot of talk about the ongoing greatest wealth transfer in history right now, where wealth is being passed from one generation to the next. What do credit unions need to do in order to be part of the greatest wealth transfer in history?⁠ Listen to their full conversation here: 🔗 https://hubs.li/Q02hr6k90

Part 1: Love & Money webinar with co-hosts Sherri Kitzberger, CDFA™ and Nina Hajjar, CFP®! Thank you to everyone who attended! We hope that you gained the knowledge to have the conversations with your partner to ensure you are a “FINANCIAL FIT.” #webinar #finance #womenandmoney #womeninfinance #mindset #moneymindset #financialadvisors #cdfa #cfp #love #money #loveandmoney

Credit Mix < Credit Portfolio Join me and credit guru, Eva Palacios as she reveals how building a credit portfolio opens doors to top-tier financial opportunities, just like the best schools look for top grades! 🏠💳 #creditbuilding #creditrepair #finances #creditcoach #michelettimedia

“Disarm the torpedoes that can potentially sink your ship!” In strategic planning, small credit unions often focus on growing and expanding their credit union… perhaps in an effort to be “all things to all people.” Personally, I believe small credit unions should determine their niche and focus on satisfying the needs of their unique membership. Additionally, I believe that small credit unions must focus on such things as how they’re doing with their regulator(s), how well they’re operating their “business” and how well they’re satisfying their members’ financial needs, thus fulfilling their mission and achieving their vision. To not do so, allows torpedoes to target you and potentially sink your ship! 🚢

Ready to break free from debt? 🚀 Listen as Afhia Morris, Client Care Officer at JMMB, shares practical strategies to help you eliminate debt and reclaim financial freedom. Let us help guide you along your journey to financial wellness. 💰📈 Contact a JMMB representative at 1-876-998-JMMB (5662) today. #JMMB #WiseInvesting #MoneyManagement #YourBestInterestAtHeart