Univest
“Do you want to save money on your insurance?” How many times have you been bombarded by that message? This might give you the impression that deciding what insurance coverage to buy is only about the cost, but it’s not. Insurance is about protecting your family’s financial future in case the worst happens.

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Univest
Mutual funds buy and sell securities which creates capital gains and losses just like an individual’s portfolio of assets. By law, mutual funds must pass along 95% of capital gains to the fund's shareholders each year. Therefore, if there are any capital gains as a result of the fund's buying and selling activity during the year, a fund's shareholder will receive an IRS Form 1099 showing their portion of any capital gains that the investor must report with their annual tax return filings.

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Univest
A fiduciary is a person or corporate entity chosen to prudently manage another person’s assets. Trustees of trusts, executors of estates and agents under a power of attorney are all considered to be fiduciaries. The selection of the right fiduciary is critical to the success or failure of your estate plan.

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Univest
For the third year in a row, we are hosting the Caring for Community Giveaway and asking YOU, our customers and community members, to nominate a local nonprofit deserving of our financial assistance. The organization that receives the most votes will receive a $5,000 donation. Previous winners include the Bucks County SPCA and Vets for Vets.

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Univest
Are you looking to purchase a “fixer-upper” or make renovations on an existing home? Need help finding the money for the repairs and renovations? The FHA 203(k) Home Renovation loan could be the perfect solution.

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Univest
As the saying goes, it is better to give than to receive. This is especially true if you have accumulated wealth and are seeking ways to potentially reduce gift and estate taxes. By giving away some of your assets now to your children or other loved ones, you can dramatically reduce your future taxable estate.

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Univest
The holiday season is upon us, and with that, often comes online shopping. Before you click or tap to buy items online, read the tips below to avoid becoming a victim of cybercrime.

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Univest
At Univest, we focus our philanthropic efforts around our core value of Community because we are committed to providing strong leadership, financial support and volunteerism to the communities we serve. During the holiday season, our communities need us more than ever so we’ve set-up holiday collections in each of our 31 financial centers, three regional offices and our corporate offices.

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Univest
Almost everything you see this holiday season will encourage you to spend money. You may feel pressured to buy the “best” gifts or top gift giving from previous years. I’m here to tell you that you absolutely do not need to blow your budget this holiday season. Let’s make a commitment right here and now to be smart in our spending and keep to our spending and savings plan. Say it with me: “I will not break my budget this holiday season.”

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Univest
In advance of the West Chester Old-Fashioned Christmas Parade on December 5, we are hosting the Fan Favorite Contest. We want community members to visit www.univest.net/band to watch videos of the six bands marching in the parade that chose to participate and then vote for their favorite. The band that receives the most votes over the two-week contest will be awarded $500. Voting runs through December 4, 2104 at 8:00 p.m. and individuals can vote once per day.

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Univest
The Univest Foundation Board of Directors has given me an honor and a great opportunity by appointing me Executive Director. I have a passion for philanthropy because it can make a significant difference to so many: to individual donors, to non-profit institutions and to the ultimate beneficiaries of their charitable work. The Foundation fosters a wide range of connections between individuals and charitable organizations.

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Univest
Congratulations to Samantha Larkin who was randomly selected as the $1,000 winner in our #LifesAJourney contest. Launched on October 6, the contest asked individuals to share a piece of their journey on the Univest Facebook and/or Twitter pages using #LifesAJourney. Samantha entered through our Facebook page, sharing pieces of her story with us:

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