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Univest
While we always make financial literacy a priority at Univest – April is recognized nationally as Financial Literacy Month. This month was a great opportunity to focus our efforts, which resulted in educating more than 1,200 members of all ages throughout our local community!

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Univest
Your business has grown to the point where you need a new machine or additional working capital – what information is going to be required from you by your bank? It may be helpful to understand the basics of what a bank looks for when considering different types of loans and why.

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Univest
Business audits by the Department of Labor (DOL) continue to be on the rise. Meanwhile, employees are more informed and more aware than ever of their rights. Last year alone, lawsuits cost employers more than a billion dollars.

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Univest
As a small business owner, it is important to understand where you stand before applying for a business loan. Make sure that you can answer the questions below so you can put your best foot forward when applying for a loan.

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Univest
Oh no, I saved too much for retirement! Chances are you haven’t heard anyone utter this phrase. In fact, numerous studies indicate that Americans are not saving enough to ensure a secure retirement. If American workers are not saving enough, then American employers will find themselves with an aging workforce that is unable to retire. For employers this translates into potential increases in costs associated with an aging workforce. Therefore, it is incumbent upon plan sponsors to take a fresh look at how they define a healthy, successful plan.

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Univest
Despite the volatility that resurfaced in the first quarter of the year, investors around the world joined in the celebration of exceptionally low interest rates thanks to continued stimulus from global central banks. The stimulus, especially the newly minted easy money policies from the European Central Bank, helped 29 stock indexes around the world hit their highest levels going back a year or more.

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Univest
April marks Financial Literacy Month, a time when everyone can learn more about their personal finances and take steps to improve their financial picture. If you’re looking for a place to start, America Saves provides 3 easy ways to assess your current situation and take action to save.

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Univest
In an effort to save costs, the Social Security Administration (SSA) is only mailing a statement on certain age milestones (50, 55 and 60). In our opinion, this is too infrequent. Considering Social Security is a significant part of one’s retirement assets, we strongly recommend registering to view accrued benefits at www.ssa.gov.

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Univest
Working in the financial services industry, I know first-hand how important it is for children to learn the value of money and saving at an early age so I strive to teach my children about these principles. My son recently turned 10 years old. He is a typical boy, except for one thing – he is a serious saver. He became interested in saving as soon as he learned about money in preschool. In order to help him effectively save, we started by teaching him the basic principle of needs versus wants.

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Univest
In a society where emailing and text messaging have become the common means of communication, our ability to effectively connect with customers on a certain level has been impacted. This reliance on technology to communicate may have caused some of us to overlook the power of the sales call. In sales, our main objective is to satisfy a customer’s needs, desires, and issues. There is no better way to do that than by connecting directly through a phone call.

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Univest
Do you ever feel like you are running on a financial treadmill, exerting effort yet seemingly getting nowhere? Here are ten tips to stay in great financial shape:

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Univest
Following the financial media can often cause a chuckle – we can find conflicting answers to any question about the markets! However, this uncertainty also creates frustration for many investors.

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