News: Financial Digest

Light joins Bridgewater Savings as assistant vice president and branch officer at Bridgewater Center office

Bridgewater Savings welcomes one of its newest employees, Katherine Light, as she joins the Bridgewater Center office as an assistant vice president, branch officer. Light comes to Bridgewater Savings with over 15 years of experience in the financial services industry. Prior to joining Bridgewater Savings, she served as assistant vice president and branch manager at Cambridge Savings Bank, where she led improvements in customer service and saw significant branch growth. "We are fortunate to have someone as talented and forward-thinking as Katherine joining our team," said James Lively, president and CEO of Bridgewater Savings. "She has shown tremendous leadership in both her community and the workplace, and it's an honor to have someone with her knowledge and experience helping to lead our bank forward." Light graduated cum laude from the College Conservatory of Music at the University of Cincinnati in 1991, and she received her MBA from the McCallum Graduate School of Business at Bentley College in 2002. She is the former Chairperson of the Burlington Area Chamber of Commerce, and a former member of the Somerville Chamber of Commerce Board of Directors.
MORE FROM Financial Digest
Financial Digest

Example Story Title FD 5

Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Columns and Thought Leadership
Cracking the code: Understanding the pros and cons of Delaware Statutory Trusts for 1031 Exchange real estate investors - by Dwight Kay

Cracking the code: Understanding the pros and cons of Delaware Statutory Trusts for 1031 Exchange real estate investors - by Dwight Kay

In the realm of real estate investing, the 1031 exchange Delaware Statutory Trust can provide savvy real estate investors a unique opportunity to achieve passive management, the potential for regular monthly distributions, and a way to enter one of the most tax efficient real estate investment strategies available today.
Another reason to stay debt free in a 1031 Delaware Statutory Trust exchange - by Dwight Kay

Another reason to stay debt free in a 1031 Delaware Statutory Trust exchange - by Dwight Kay

It seems like every day there is another reason showcasing the reason why more and more investors are choosing to stay debt-free when investing in Delaware Statutory Trust (DST) properties in a 1031 exchange.
Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Reverse exchanges and the challenges of a competitive real estate market - by Michele Fitzpatrick

Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property
What’s UP with that? - by Kyle Kadish

What’s UP with that? - by Kyle Kadish

Investors have multiple tools to defer tax liabilities when selling investment properties. The best known is likely a 1031 exchange - which has been around in some form or fashion for over 100 years. Installment sales have existed as part of the code for more than 75 years. Newer legislation (2017) created Qualified Opportunity Zones (QOZs)