Organizing and Securing Your Financial Documents
Cybersecurity breaches have been all over the headlines recently, from data theft to ransomware that shuts down hospitals, local governments, and even oil pipelines....Read More
The First to Know Blog
Budgeting Your Moving Expenses in Bucks County
Whether you are planning a move to Pennsylvania, beautiful Bucks County, or just across town, moving day always seems to arrive before you are...Read More
Strategies to Pay Down Debt
Did the pandemic throw you into financial distress? If you find yourself with more debt now than you’d like to have, we can help....Read More
Financial Guide for Newlyweds in Bucks County
According to a recent article from Patch, the average cost of a wedding in Bucks County is $39,020, making it the third most expensive...Read More
How To Make a Comeback From a Financial Setback
Nearly three-quarters of people have experienced at least one major financial setback, according to a new study by Ameriprise Financial, but a majority of...Read More
The 2021 Guide to Phishing Scams
Have you received suspicious emails, phone calls, or other types of messages recently? You may have been the target of a phishing scam. While...Read More
Assisting Aging Parents with their Finances
Nearly 20% of Bucks County residents are over the age of 65, according to the census. If you are an adult with aging parents,...Read More
10 Home Improvements with the Best Return on Investment
Home contractors have been notably busy since Pennsylvania reopened after quarantine. With all the lifestyle shifts caused by Covid-19, homeowners want more function and...Read More
6 Tips to Help You Build Your Retirement Savings
About one in three Pennsylvania workers lack access to workplace retirement plans. Luckily, there are other ways to accumulate tax-advantaged retirement savings. In this...Read More
Home Equity Loan vs. HELOC: What’s the Difference?
What are Home Equity Loans and Home Equity Lines of Credit (HELOC)? Have you been considering a home loan to finance a major renovation...Read More