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
The First to Know Blog
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
How Can I Improve My Credit Score?
What do applying for a job, finding an apartment, and borrowing money all have in common? A good credit score. If yours is low,...Read More
Money Management Tips for Couples
Just over half of adults (about 53 percent) are married and 59 percent have cohabitated with an unmarried partner at some point in their...Read More
Protect Yourself Against These COVID-19 Scams in Bucks County
We are living through unprecedented times (at least for the last century or so of American history), but that hasn’t stopped scammers from taking...Read More
How Do I Prepare a Personal Financial Statement?
When was the last time you had a “fiscal checkup”? When it comes to long-term financial planning, preparing a Personal Financial Statement (PFS) is...Read More
Ultimate Guide to Estate Planning
Over the next decade, approximately $15.4 trillion dollars will be passed from one generation to their heirs. What’s your slice of that $15.8 trillion?...Read More
7 Ways to Get Ready for Tax Season
Each year, the IRS receives over 100 million individual income tax returns. As the year winds down, it’s time to get ready for tax...Read More