Insights

Our New Year’s Resolution

Our New Year’s Resolution

During the first months of 2024, we’ve obtained the opportunity to attend important community events. The Muncaster Financial team is excited to search out new opportunities to meet and serve our community. Click below for more updates!

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A ‘Fall’ to Serve

A ‘Fall’ to Serve

When fall rolled around, the Muncaster Financial team continued to serve in our community. Our team has forged new partnerships and have taken time to deepen our community roots. Click below for more updates!

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Potential Successors Already in Your Organization

Potential Successors Already in Your Organization

There was such a great response to last month’s newsletter article that we wanted to take a deeper dive into succession planning over the next couple of months.  This month’s topic covers how to identify and develop prospective future successors for your...

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Warming Up to New Opportunities

Warming Up to New Opportunities

This summer, Muncaster Financial Group had the opportunity to attend new fundraisers, celebrate achievements, and welcome a new team member. Click below for more updates!

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Succession Planning

Succession Planning

Seldom will you find a group of people that work harder and longer hours than small-business owners.  From servicing clients to submitting that bid on a new job, to making payroll, there is seemingly always one more thing to do each day before leaving work. ...

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Richard Muncaster Honored as Cambridge Leaders Club Qualifier

Richard Muncaster Honored as Cambridge Leaders Club Qualifier

We’re honored to announce our president, Richard Muncaster, has been named a qualifier of Cambridge Investment Research, Inc.’s (Cambridge) Leaders Club, an honor reserved for financial professionals who display exceptional dedication to their clients while upholding...

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Estate Planning Introduction

Estate Planning Introduction

As a business owner, it is important to plan for the future of your company. Over the next couple of months, the team at Muncaster Financial Group will be releasing newsletter articles discussing crucial financial planning topics centering around estate planning and...

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Springing into Our Community

Springing into Our Community

As spring spread through Greenville, so did we! Between conferences and award nominations, Muncaster Financial worked in our community to help organizations raise awareness and funds. Click below for more updates!

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In-Depth Look at the Energy Efficient Home Tax Credit

In-Depth Look at the Energy Efficient Home Tax Credit

Section 45L Energy Efficient Home Credit was established by the Energy Policy Act of 2005, and allows eligible developers to claim a tax credit for each dwelling unit. Both single-family homebuilders and multi-family developers can benefit from the 45L Credit. The...

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Torch Award

Torch Award

We're honored to be recipients of the 2022 BBB Torch Awards for Ethics! We were presented this award at the BBB's gala on November 3rd at the Hilton Greenville. This award embodies BBB’s mission of advancing business trust and honors organizations whose leaders focus...

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