Banking & Finance
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Personalized Service, Keen Understanding of Client Needs Elevate WSFS Bank in World of Private Banking
Personalized service and a keen understanding of client needs are what set private bankers apart from their competition. WSFS Bank shines in the world of private banking, delivering tailored services that fit the unique needs of its affluent clients. Founded in 1832, WSFS Bank has earned its reputation by providing a diverse range of financial…
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Fifth Straight Year, First Resource Bank Named One of Region’s Best Places to Work
For a fifth consecutive year, First Resource Bank has been named one of the region’s Best Places to Work by the Philadelphia Business Journal. Each year, the publication recognizes the Delaware Valley’s top employers through its Best Places to Work program. This year, it recognized 96 such companies across five size categories: First Resource Bank…
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What Is the ‘FIRE’ Movement, and How Is It Changing the Future of Retirement?
Many younger working professionals desire to get out of the daily grind, break free from the traditional 9-to-5, and achieve a life of leisure before they become senior citizens. This has sparked the “FIRE” movement, which stands for “financial independence, retire early.” FIRE is a radical approach to retirement planning that involves living frugally and…
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Social Media Marketplace Scams: How to Spot and Avoid Fake Listings
Social media marketplaces have become increasingly popular in recent years, as they offer a convenient way to buy and sell goods and services. In fact, Facebook Marketplace passed a whopping one billion global users in 2021. However, this popularity has also attracted the attention of scammers, who are using these platforms to prey on unsuspecting…
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Delaware County Leadership: Leslie Heffernen, Chair of the Board, Ambler Savings Bank
Leslie Heffernen, Chair of the Board of Ambler Savings Bank, spoke with DELCO Today about growing up in Syracuse, New York, punctuated by frequent visits to Queens and Colombia, where her mother is from. She shared how cheerleading and her first job at Kmart taught her about speaking up for herself and the value of…
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What Is Legacy Planning, and Who Needs It?
There are a lot of misconceptions around legacy planning, who needs it, and what’s included. A 2023 Wills and Estate Planning Study by Caring.com found that only 45 percent of Americans over age 55 have a will, and while six in 10 people have retirement accounts, only one in three have a complete estate plan.…
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Surprising Financial Decisions That Can Affect Your Credit Score
You probably know that your credit score is important and influences your lender’s decision to approve a loan. But you may have some questions: How are credit scores calculated? What affects your credit score? What hurts your credit score? The calculation works like this: FICO and VantageScore each have unique methodologies, but their numbers are…
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Three Important Factors to Consider When Investing in Today’s Fixed-Income Market
Interest rates have been on the rise since early last year when the Federal Reserve began raising the federal funds rate that now sits at roughly 5.00 percent. Investors have been looking to take advantage of today’s interest rate environment and add additional income to their coffers. And rightfully so. Opportunities certainly exist, although they…
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Meridian Bank Recognized by American Banker as One of Top-Performing Banks
Meridian Bank has been recognized by American Banker as one of the top-performing mid-size banks with assets between $2 billion and $10 billion in 2022. Banks scoring a spot on American Banker’s top 200 list had a median return on average equity of 12.48 percent and the three-year average for this figure was 11.61 percent. …
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Citadel Credit Union Launches New Corporate Giving Program to Encompass All of Its Charitable Efforts
Citadel Credit Union has launched a new corporate giving program, Citadel Cares, that encompasses all charitable efforts across the company. The program will be dedicated to supporting philanthropic efforts across the Greater Philadelphia area that help people and communities prosper. Within four years, Citadel is committed to donating more than $2 million in philanthropic support…
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Firstrust Bank Execs Frame First Story of Strawberry Mansion Home with Habitat for Humanity Philadelphia
Firstrust Bank CEO and President Tim Abell, along with 17 other executives from Philadelphia’s Hometown Bank, recently traded home loan mortgages for home-building tools, as they volunteered with Habitat for Humanity Philadelphia to frame the first story of a home in Coltrane Commons. Coltrane Commons is an affordable housing community in the Strawberry Mansion section…
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WSFS Bank Execs Share Tips on How Small Business Owners Can Safeguard Against Market Volatility, Fraud
The recent health issues of some of the less-diversified banks have initiated conversations about the protection and safety of consumer and business financial assets. Under FDIC rules, all deposits owned by a corporation, partnership, or unincorporated entity at the same bank are added together and insured up to $250,000. “We know that $250,000 is a…
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Firstrust Bank ‘Cultivates Prosperity for the Communities We Serve,’ Donates $25,000 to Habitat for Humanity’s New ReStore in North Philadelphia
Firstrust Bank recently helped celebrate the grand opening of Habitat for Humanity Philadelphia’s new ReStore at 3111 West Allegheny Avenue with a $25,000 donation. The new ReStore is Habitat’s second ReStore location in Philadelphia, and 100 percent of its profits will go toward building and repairing more homes in the city. “As Philadelphia’s Hometown Bank,…
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The Power of Down Payments and Credit Scores
Let’s face it – nobody wants a mortgage, they want a home. Homeownership is a fulfilling experience and, unless you have the means of purchasing your home outright, a mortgage is the vehicle that drives you down that road. Because of how crucial mortgages are to homeownership, it’s good to know mortgage basics that can…
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Learn from WSFS Bank How to Protect Your Small Business from Asset Loss and Fraud at Today’s NoonZOOM
Recent events in banking have brought new attention to the financial services industry and have business leaders wondering if they are taking the right steps to ensure their money is safe. Join a pair of experts from WSFS Bank to learn the several ways to safeguard against threats like fraud or market volatility. On Tuesday,…
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How to Protect Your Business Against Check Fraud
Whether it’s digital fraud, phishing and spoofing, or check and payments fraud, the reality is that many businesses (71%, according to a 2022 AFP Payments Fraud and Control Survey) unfortunately experience fraudulent schemes or attempts that can cost them time and money. The survey also found that the most common scheme (66%) currently impacting businesses is check fraud. While…
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First Resource Bank Recognized As One of Top Performing Community Banks
First Resource Bank has been recognized by American Banker as one of the top-performing publicly traded community banks under $2 billion in assets. This recognition comes on the heels of having been named the Best Bank of the Main Line by the Main Line Times and the Best Places to Work company by the Philadelphia Business Journal. “Despite the challenging…
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Firstrust Bank’s New Promotion Supports Summer Camp for Children with Disabilities
Your savings can now help send children and young adults with disabilities to summer camp. Firstrust Bank has launched a summer promotion with Variety — The Children’s Charity of Delaware Valley to support the nonprofit’s ACA-accredited summer camp program for local families and children with disabilities. Now through July 31, Firstrust will pledge a $25…
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