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Univest
It’s summertime and for many that means vacation. Here are some tips to keep in mind when traveling. Do Your Research in Advance – Online reviews make everything easier nowadays. Before you book time at that fancy hotel, cool restaurant, boat ride, or jungle tour, seeing what others have to say can help you make all the best choices, for just a few minutes of your time.

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Univest
Whether you’re a renter or a homeowner, chances are you care about protecting the environment and saving money. Here are some tips to help you do both.

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Univest
Did you know that your home has a greater chance of being damaged by a flood than a fire? It's true. Flooding is one of the most common natural disasters in the United States. And many homeowners are unaware that flood-related damage is not typically covered by most homeowners insurance.

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Univest
We spend lots of time talking about how to obtain the best loan, discussing structure, interest rates and terms, but we often overlook the fundamentals of running an efficient operation. Quality, cost-effective cash management services should be an integral part of your comprehensive banking relationship and can improve your operating performance in three key ways:

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Univest
It can be both interesting and useful to keep an eye on trends in employer retirement plans. What are the hot topics, as determined by a variety of employers, for 2015? One is a continued expansion of the tools available to plan participants that could aid their efforts to reach retirement readiness. Plan sponsors are also focused on overall financial wellness, recognizing that saving for retirement may take a back seat for people with unaddressed financial concerns.

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Univest
One in every five Americans age 65 or older has been abused financially, according to a 2010 survey by the Investor Protection Trust, a financial-education organization. According to Metropolitan Life Insurance Co., financial abuse cost older Americans at least $2.9 billion in 2010. There are several types of schemes out there including intimidation, power of attorney, home repair fraud, home loan fraud, identity theft and phishing, sweetheart scams, and lottery/marketing fraud, to name a few.

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Univest
Employers are redesigning their benefits plans in light of the impact of the Affordable Care Act – balancing cost containment, compliance, and recruiting and retention needs and strategies. This has created the need for a communication plan. We live in a culture where there are a lot of outlets vying for our attention. As a result, employers need to make sure the information about benefits plan changes is actually interesting so that their employees pay attention.

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Univest
For a number of years Verizon Wireless effectively built a case for their brand’s cellular network reliability by placing a non-descript actor wearing the company uniform in dozens of unusual and remote locations where his single question, “Can you hear me now?” was always met with an affirmative response.

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Univest
Do you ever have a problem getting a return phone call from a customer or prospect after you made a proposal to them? Here's a tip that often works.

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Univest
The process of securing a loan for a customer can be stressful. Generally speaking, the documentation process can be lengthy, time consuming and frustrating. While you try to close the sale in a timely manner, roadblocks often pop-up: the customer missed a few signature spots, the faxed documents are illegible or the customer neglected to return some of the documents. You go back and forth and what you thought would take two days turns in to two weeks. You think to yourself, “there has to be a more efficient and effective tool for this process.” At Univest Capital, we found it – electronic documents!

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Univest
As a Board member for the National Disabilities Institute (NDI), I have the privilege of participating in a major initiative for disabled people and their families – the ABLE Act, which became a law on December 19, 2014. Soon, many people with disabilities will have a new option for saving to meet critical financial needs while still guarding their eligibility for public benefits.

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Univest
How much money should I have saved when I retire? Although that is a fairly broad question with a wide range of answers, it is always one of the top questions people ask when planning for their retirement. Recent surveys have found that $1 million is the median savings balance people estimate they will need for retirement. Reaching a seven-figure savings is most certainly a challenge, so here are a few tips to help you get there.

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