Life planning can boil down to a series of questions about how someone likes to spend their time and what is important, he said. Questions about travel or volunteer work are part of the equation.

Lancaster-based Fulton Bank is set to train its employees to meet the housing needs of underserved areas in the midstate through a partnership with a national mortgage banker association.

Bell Insurance, an independent agency with offices in south-central Pennsylvania, has been acquired by Alera Group, a national insurance and wealth management firm.

Harrisburg area-based Keystone Agency Investors has formed an equity partnership with The Yurconic Agency, an independent insurance agency serving the Lehigh Valley.

JFS Wealth Advisors, a Mercer County-based wealth management firm with offices in Camp Hill and Lancaster, is set to acquire a competitor that will grow the company into the greater Philadelphia area and Georgia.

Chambersburg-based F&M Trust recently filled two regional leadership roles.

Pennsylvania’s restaurants, bars and other businesses have already received nearly $112 million in pandemic relief through the state’s $145 million COVID-19 Hospitality Industry Recovery Program (CHIRP.)

The business owner needs to have a great relationship with two or more financial sources so they get to evaluate various options and aren’t limited to just one solution which may not be the best solution for their current situation.

Pennian Bank announced the opening of a new loan production office on the West Shore, at 2120 Market St. in Camp Hill.

Mid Penn Bancorp Inc., the parent company of Mid Penn Bank, announced that it has completed its underwritten public offering of 2.99 million shares of common stock at a price of $25 per share, before underwriting discounts.

Centric Financial Corp., the parent company of Centric Bank, announced that net income for the quarter ending March 31, 2021, totaled $3.6 million, or $0.43 per basic and diluted share, a record high level of quarterly earnings.

Buffeted by the pandemic economy, many businesses invested in e-commerce and other technology to meet customer needs. That’s one of the findings of the most recent quarterly Business Owner Outlook report from Wilmington Trust and M&T Bank. The national survey also showed that chaos brought by COVID-19 has caused some changing of the guard and early retirements.

Four businesses in Lancaster and York counties will receive low-interest loans through the Pennsylvania Industrial Development Authority (PIDA).

Wells Fargo has selected Lancaster-based Community First Fund to receive a $3 million grant as part of its Open for Business Fund, a nationwide small business recovery effort.

Traditions Bank of York, which formerly went by the name York Traditions Bank, has completed its reorganization into a holding company structure.