Professional Services
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Forbes 2026 World’s Billionaires List Includes 6 in and Around Delaware County
The Philadelphia area is home to 16 billionaires. Six of them live in or near Delaware County, Internationally, there are now 3,428 billionaires, with 390 added this year. That’s according to the annual World’s Billionaires List published by Forbes, writes Ryan Mulligan for Philadelphia Business Journal. Victoria Mars in Newtown Square is heir to the…
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How Does Delaware County Rank in Resident Budgeting Skills?
Many Americans find themselves struggling financially as they cope with rising prices, writes Adam McCann for WalletHub. “As a result, it’s extremely important to have good budgeting skills in order to make sure all your essential expenses get paid while still leaving room for saving, debt payoff, and at least a few ‘wants’ to maintain…
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Wayne-Based Guardian Capital Partners Closes Fourth Fund With $441M
Wayne-based Guardian Capital Partners has closed its fourth fund, marking its largest raise by far since the firm launched in 2008, at $441 million, writes Jeff Blumenthal for the Philadelphia Business Journal. Co-founders of the leveraged buyout private equity investor focused on the lower end of the middle market, Peter Haabestad and Scott Evans, believe Guardian Capital Partners Fund IV…
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Valentine’s Day in Philadelphia: Romantic, Budget-Friendly Getaway
With Valentine’s Day spending hitting record highs this year, Philadelphia once again stood out as a hidden gem and a budget-friendly destination for couples, writes Amanda Hurley for FOX 29 Philadelphia. The city once again ranked among the more affordable major metros where couples can enjoy Valentine’s Day without having to overspend. A budget of…
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Previously Outsourced, Malvern’s Vanguard Group Reclaims Hundreds Of Local Jobs From Infosys
Vanguard Group is bringing hundreds of jobs back from Infosys to its Malvern headquarters, following a 1,300-position outsourcing move six years ago, writes Ryan Mulligan for the Philadelphia Business Journal. The investment giant is laying off 248 employees at its Infosys subsidiary BPM Limited in Chesterbrook, with 96 percent getting offered positions within Vanguard. The layoffs are scheduled to occur between…
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Consumers in Philadelphia Region Pull Back on Spending, Fed Reports
With strong economic growth but a slowing labor market last year, a theme of 2026 will be “waiting for clarity,” according to Federal Reserve Bank of Philadelphia President Anna Paulson, writes Jeff Blumenthal for the Philadelphia Business Journal. Speaking to the Chamber of Commerce of Greater Philadelphia last week, Paulson said the national economy created…
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Delaware County’s Got Some Good Lottery Karma Right Now
It’s been a scratch-off lottery ticket bonanza lately in Delaware County. A $5 million ticket was sold at the Giant supermarket at 550 E. Lancaster Ave. in Radnor Township, according to the Pennsylvania Lottery, writes Joe Holden for CBS News Philadelphia. The winning ticket was part of the $50 Monopoly Own It All scratch-off game.…
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5 Joyful Year-End Planning Moves to Set You Up for a Brighter Year Ahead
As the year winds down, it’s easy to get caught up in the bustle of the holidays and the rush to wrap things up at work and home. But before the calendar turns, it’s also the perfect time to pause, reflect, and make a few intentional moves that can set you up for a more…
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King of Prussia-Based Vertex Names Microsoft Exec Christopher Young Its New CEO
King of Prussia-based Vertex has named Microsoft executive Christopher Young as its new CEO, who is taking over from longtime leader David DeStefano, writes Jeff Blumenthal for the Philadelphia Business Journal. Young is the fourth person to hold that title at the publicly traded tax and compliance software maker. DeStefano will officially step down as…
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Want to Be in Pennsylvania’s 1%? Here’s the Income You’ll Need
To rank in the top one percent of earners in Pennsylvania, residents need an income of $605,333, which is the 24th highest total in the country, write Joanne Drilling and Jeff Blumenthal for the Philadelphia Business Journal. The ranking draws on the most recent IRS earnings data from 2022. Across the nation, the findings revealed…
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Breaking Down School Taxes in Bucks County: Who Pays the Most and Least?
Annual school taxes in Bucks County vary greatly, with homeowners expected to pay anywhere from $3,000 to more than $7,500, writes Chris Ullery for the Bucks County Courier Times. The taxes are determined based on the assessed value of a property and the millage rate set for the county’s thirteen school districts by their officials.…
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BGA&F Named a 2025 Top Workplace by ‘The Philadelphia Inquirer’
Barsz Gowie Amon & Fultz (BGA&F), a full-service accounting firm with offices in Media, Delaware County, and Chadds Ford, Chester County, has once again been recognized by The Philadelphia Inquirer as one of the region’s Top Workplaces for 2025. This year, BGA&F ranked 36th out of 72 companies in the small business category (organizations with fewer than 149…
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Pennsylvania Holding $135M in Unclaimed Property for Bucks County Residents
The Pennsylvania Treasury holds over $135 million in unclaimed property belonging to Bucks County residents, ready to be claimed by the rightful owners, writes Chris Ullery for the Bucks County Courier Times. Individuals in Bucks County who filed claims with the state treasury department have received more than $35.2 million in returns in the last…
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How Dave Batty Built a Thriving Real Estate Team with Strategic Financial Guidance
As any seasoned Realtor knows, building a successful real estate business takes more than just hustle but also requires vision, leadership, and a strong support system. Dave Batty of the Dave Batty and Don Kolo Team, Keller Williams Realty, exemplifies this blend of entrepreneurial drive and strategic planning. Serving clients across Chester, Delaware, Montgomery, and…
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Maximizing Your Tax Refund: Smart Strategies for Saving, Spending, and Planning Ahead
Your much-anticipated tax return just hit your bank account. Or maybe you are working with your accountant to plan for a better tax return. How will you spend (or save) that money? When it comes to using tax refund money responsibly, it’s always a great idea to top off your emergency savings. But David B.…
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Hit with a Bigger Tax Bill Than Expected? Here’s What to Do Next
Tax season: A time when some enjoy a much-anticipated return, when others break even, and when others dread knowing what they owe. If you’re in the category of “owing” and weren’t anticipating that expense, you may be panicking. What do you do now? What if you can’t pay that hefty bill immediately? David Fultz of…
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Lansdowne Family Relates How Rising Prices Are Affecting Them
Like elsewhere in the nation, Lansdowne’s rising prices make life difficult for many households, writes Norm Bond on Newsbreak. Brianna T., a single mom in ,Lansdowne, has had to give up extracurricular activities for her kids and dining out to keep up with rent and food prices, A triple threat of rising housing costs, food…
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Potential Tax Changes: What’s on the Table in Washington?
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including federal tax proposals aimed at overhauling the current tax system. Congress is already working on legislation that would extend and expand provisions of the sweeping Tax Cuts and Jobs Act (TCJA), as well as incorporate some…
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