Financial Planning Tips for Special Needs Families

Financial planning is important at practically every stage of life, but it is especially critical as your family grows. For some, that may include more …Read More

Buying a Home? Why You Need a Pre-Approval

Those searching for a home today will find that property inventory has cratered to a 30-year low and that there are often at least two …Read More

What You Should Expect from an Insurance Agent

Whether you use the term agent, broker or consultant, all refer to a licensed insurance professional. It goes without saying that your agent should provide …Read More

Univest Teaches Nearly 1,000 Students

As part of its ongoing financial literacy efforts, Univest participated in the American Bankers Association’s Get Smart About Credit Day. This national campaign, which occurs …Read More

Personal Finance Lessons for College Freshmen

If parents were to ask their college-aged children about interest rates, 401(k)s or budgeting, chances are they would be stunned at their children’s limited knowledge …Read More

Capital Call Lines 101

A capital call line is a revolving line of credit that a lender provides to a private equity group (PEG). The line of credit is …Read More

Warning: Insurance Agent Tactics

When we’re deciding between two similar items, it is wise to compare their costs and benefits side by side to make the best choice. Unfortunately, …Read More

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