Changing Trustees of a Special Needs Trust
The relationship a trustee has with a beneficiary is one that is not only of a legal fiduciary nature, but one of a personal nature, …Read More
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Select Page: Posts Per PageHow Your Business Can Maximize Low Interest Rates
In the past when I have tackled this topic, we were expecting significant interest rate increases. However, most recently we have seen interest rates decline. …Read More
Learn from the Ghosts of your Financial Past, Present and Future
Making good choices about saving and spending can be difficult, especially when you’re young and relatively inexperienced with finances. Research shows that costs such as …Read More
What’s the Best Time to Lock-In Your Mortgage Rate?
Let me start by saying, if I knew in advance when interest rates would move up or down, I would be so in demand that …Read More
Are Bonds a Form of Insurance?
In the business world, there are various scenarios that may require posting a bond such as a construction project on which you are bidding or …Read More
Univest Raises $6,650 for Philadelphia Ronald McDonald House During Show Your Stripes Fundraiser
Univest Financial recently teamed up with the Philadelphia Ronald McDonald House (PRMH) for its Show Your Stripes campaign raising $6,650 for PRMH’s mission of supporting families …Read More
Univest Supports Local Nonprofit Organizations With Holiday Collections
This holiday season, Univest Financial is supporting various nonprofit organizations with holiday collections at each of its financial centers as well as its corporate headquarters …Read More
Univest Capital Appoints Mitchell Terkeltaub as Vice President and Business Development Manager
Univest Capital, a subsidiary of Univest Bank and Trust Co. that provides commercial leasing solutions, recently welcomed Mitch Terkeltaub as vice president and business development …Read More
Time is Money – Quick Access to Capital
As the saying goes, time is money. In the business world that is especially true. You need to access capital to address immediate needs or …Read More
Why College Students Should Consider a Career in Financial Planning
Has your child recently started college, navigating a sea of majors and concentrations in the hope of finding one that fits? Perhaps your student is …Read More