By Mark Fried One of the biggest missteps that folks make when saving for retirement is putting all their retirement savings and all their investments in qualified accounts.  What do I mean by qualified accounts? IRAs, 401(k)s, 403(b)s, etc.  As a Master Elite Advisor with the [...]

With so many baby boomers in retirement or on the verge of it, today’s financial advisors are faced with the challenge of helping them get the most from their investments and plan for a secure future. As a seasoned financial specialist, Adam Soloff CFP™, EA [...]

What are year-end investment decisions?  Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits. The basic strategy for year-end planning is [...]

James M. Spindler, CFP®, Vice President and Senior Financial Advisor, Univest National Bank and Trust Co. Our nation is starting to see the largest generation in history, the baby boomers, retire. Over the next 10 years, many of the 78 million boomers will enjoy this [...]

Ed Hughes, Mortgage Banking President, Univest National Bank and Trust Co. Planning – as Always – Is Key You’ve been hearing for months that now is a good time to buy a home. Interest rates and prices are low – making it a favorable market [...]

John Kazary, Esq., CTFA, Vice President and Senior Financial Advisor, Univest National Bank and Trust Co. While there are various ways to structure a retirement plan, many find financial success through living trusts. Living trusts are not just for elderly people or the idle rich. [...]

Bringing you closer to achieving your goals. By Adam Soloff The holidays are upon us. And in these times, couldn’t we all use a little extra cash and a lot of extra peace of mind? While you are checking items off your to-do list this [...]

It’s never too early to start teaching today’s young people how to bank responsibly. By Kent Lufkin Let’s face it. America’s economy has seen better days. During the recent recession, consumers and businesses started carefully allocating their expenditures and protecting their incomes. Consumers found themselves [...]

Making sure your financial house has a solid framework. By Adam Soloff If you set out to build a house of the utmost structural integrity, you would need a detailed blueprint and a team of experts with the best tools for the job. Why would [...]

By Adam Soloff Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a [...]