Professional Services
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Oil And Gas On The Run: Will You Ride The Coattails?
Tax benefits and direct investments in projects are two major kinds of accredited investments. And these investments have potential higher risks and can often turn opportunities into lucrative ones. Oil and gas have a variety of ways in which one can invest as well as a variety of tax benefits. Whether it’s the oil extraction…
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First Bank: Do You Know What Phishing Looks Like?
Every day, thousands of people fall victim to fraudulent emails, texts and calls from scammers pretending to be their bank. And in this time of expanded use of online and mobile banking, the problem is only growing worse. In fact, the Federal Trade Commission’s report on fraud estimates that American consumers lost a staggering $8.8…
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First Bank: How Much Do You Know About Credit?
“Get Smart About Credit Day” is an annual event that promotes financial literacy and education about credit management. The event is organized by the American Bankers Association (ABA) in the United States. The goal of Get Smart About Credit Day is to help individuals, especially young people, understand the importance of good credit habits and…
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Investing For Grownups: Why Asset Allocation Matters
Where you invest is important, but the amount you invest in each type of investment is also significant. Advisors traditionally recommend a 60/40 investment portfolio. This means that 60 percent of investments are in stocks and 40 percent in bonds, or 60 percent is at higher risk than the other 40 percent. However, history tells us…
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Forbes’ 2023 Mega-Wealthy List: One Montco Resident Annually Outearns the Country of Iceland
Forbes released its 2023 world’s billionaire list, which includes what may be some startling news for area residents: A line occupant at a Bryn Mawr Wawa? A Germantown Academy classmate? He or she could be sitting on a ten-digit net worth. As Victor Fiorillo reported in Philadelphia Magazine, four of the top-ten earners in Pennsylvania…
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Why Alternative Strategies Represent A New Frontier In Investing
The world of investing has come a long way since the days of buying and holding stocks and bonds. With the advent of technology and the globalization of markets, investors have more choices than ever. Once reserved for the ultra-wealthy, alternative investment strategies are becoming increasingly accessible to retail investors. In this article, we’ll explore…
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The Path to Financial Freedom
Financial freedom is the ultimate goal of every individual seeking financial stability. It refers to a state of having enough wealth, assets, and resources to sustain your desired lifestyle without worrying about money. Achieving financial freedom allows you to make choices based on your interests, dreams, and values, rather than being driven solely by financial…
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Man Just Outside of Bucks County Wins $200k in New Jersey’s Scratch-Off Game
Brian Kohler from nearby Trenton has emerged as the first major winner of “The Jersey Debate,” New Jersey’s captivating Scratch-Off game, writes Jessica Woods for the Shore News Network. The win came as an amazing surprise for Kohler on his birthday. He decided to buy a Scratch-Off ticket during his daily commute to work. Once…
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Why Alternative Strategies Represent A New Frontier In Investing
The world of investing has come a long way since the days of buying and holding stocks and bonds. With the advent of technology and the globalization of markets, investors have more choices than ever. Once reserved for the ultra-wealthy, alternative investment strategies are becoming increasingly accessible to retail investors. In this article, we’ll explore…
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Cash Isn’t The Most Exciting Asset, But It Belongs In Your Financial Planning
Cash may not be the most exciting asset class, but it’s essential. Cash is an alternative investment that not enough people are talking about. In today’s market environment, with interest rates rising and high volatility, cash can provide a safe haven for investors. However, many financial advisors may not be eager to recommend it if they aren’t…
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Montco Households Received Over $100M in Federal COVID Relief Rental, Utility Assistance
Households in Montgomery County have received over $100 million in rental and utility assistance funding over the last two years, according to county officials, writes Rachel Ravina for The Mercury. The areas most served include East Norriton Township, Elkins Park, King of Prussia, Lansdale, and Pottstown. As of April 1, applications were no longer accepted.…
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DunlapSLK Provides Tax-Wise Tactics to Save for College
Parents worried about the rising cost of higher education take note: There are several tax-favored ways available to fund your child’s future education costs. Series EE Savings Bonds are one tax-wise way you can help defray college expenses. There are stipulations for how the funds may be used, and you must purchase the bonds in your…
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How Living in Montgomery County Yields a $50–$100 Windfall over Living Elsewhere
Tick-tick-tick. That subtle elapse of the April calendar is an annual reminder that it’s income tax season, and time’s a-wasting. Although it may be a mixed bag from household to household, SmartAsset has calculated that a regional assessment of refunds may spur local filers to submit sooner rather than later. Nationally, 70 percent of American…
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Bryn Mawr Professor Coauthors Book Addressing Timeless Question: Does Money Buy Happiness?
The relationship between finances and satisfaction has been contentious for centuries. A new book, The Good Life, sheds light on the timeless conundrum, as Chris Taylor reported for Reuters. Marc Schulz, one coauthor, is professor of psychology at Bryn Mawr College. His analysis is part of the world’s longest study on happiness. Since 1938, Harvard…
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Montgomery Countians Outpace Pa. by Almost 2× in Spending Household Income One Particular Way
Each year Americans make billions of dollars in charitable donations, and in a recent study, SmartAsset dug into IRS data to find the geographic sectors whose residents give the most. The analysis measured how much people donate as a percentage of their net income and the proportion of people in each county who make charitable…
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Who Wants to be a Millionaire? Lots of Pennsylvanians
Pennsylvania keeps adding millionaires and climbing up the list of states with the most million-dollar earners, write Ty West and Michael Potter for the Philadelphia Business Journal. According to new data from the Internal Revenue Service, in 2020, there were 18,720 tax returns filed in the Keystone State that had adjusted gross income exceeding $1…
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IKEA’s 2023 Life at Home Report: 61 Percent of People Worldwide Share Three Specific Worries
Conshohocken’s IKEA released its ninth annual “Life at Home Report,” which included survey results from consumers who voiced their household concerns. More than 37,000 individuals in 37 different countries responded, reported Vicky Jarrett for Furniture Today. The data illustrate various pain points of a universal nature. More than half of respondents (61 percent) had concerns…
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Tipped Wage Floor Rose Jan. 1 for Montco Servers, Affecting Hourly Pay in Pa.
Pennsylvania restaurant workers are dissatisfied with a recent change to their pay, which enables employers to pay them less per hour, based on the tipped wages they also receive. Emily Rizzo served up an explanation for WHYY. Currently, Pennsylvania employers can pay tipped workers as little as $2.83 an hour — significantly under the state’s…
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