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The relative quiet of the second quarter was punctuated with a bang as the debt crisis in Greece rose to a boiling point. As the month and quarter moved to a close, after ongoing negotiations showed no progress, the Greek government announced a referendum scheduled for July 5 in which the Greek people would be asked to vote on the terms set forth by its creditors. In the meantime, the Euro Finance Ministers responded by saying there would be no extension of the bailout program and it would end on June 30 as planned. So, by the time the Greek people vote on July 5, they may be voting on a plan that no longer exists.

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Have you ever wondered how your Workers’ Compensation Experience Rating Modification Factor was calculated? There are actually measures you can take to reduce this factor and, in turn, reduce your overall workers’ compensation costs.

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As of Tuesday, June 30, 2015, Greece will be without international rescue loans for the first time in more than five years. It will also default on the €1.55 billion ($1.73 billion) International Monetary Fund (IMF) payment. Given these events, the likelihood that Greece will exit the European Union in the coming days has increased.

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Congratulations! You’ve bought a home. Don’t forget to add these things to your to-do list. 1. Create a budget. The key to a good budget is including as much information as you can, so that you can adequately prepare and plan.

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It could happen as a result of old age, illness or accident, but there may come a time when you will not be able to properly manage your financial affairs. If that time should come, you need to have a plan in place to establish order and prevent family resentment. The time to make those plans is now, before you aren’t able to do so. This is especially true for older adults.

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As the population of older adults continues to grow, the risk for the financial exploitation of this group is also on the rise. While anyone can be a victim of financial exploitation, older adults may be especially targeted because they have regular income and assets; may be lonely and isolated; and may be vulnerable due to the loss of a spouse. Abusers can be anyone – family members, financial advisors, caregivers, contractors or scammers. Here are tips to help older adults protect themselves in several scenarios.

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The vast majority of older Americans want to remain in their homes as they grow older, also known as aging in place. Here are some tips for those considering this option:

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Before you can make the transition from renting your home to owning your home, you will need to have a substantial down payment, typically 5 to 20 percent of the home’s value. Here are some tips to help save for it:

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What's moving and shaping the markets? The Univest Wealth Mangement Division Investment Committee meets each month to review the latest readings on the economy and inflation, and to evaluate the performance of the equity, fixed income and currency markets. The results of this review and evaluation help chart our strategy for the coming months and enable us to make potential modifications to client portfolios, where necessary. The following are the Committee's latest reading and outlooks of the major influences on client portfolios

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When you hear the word gravity you likely think of the force that holds us all on earth. Or, maybe you think of John Mayer’s hit song. For me, what comes to mind is the force that holds a competitor bank’s corporate banking customer in place. Gravity in this sense can be a good thing for a less than attentive corporate banking relationship manager, but it can also be a bad thing for the corporate banking customer.

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Buying your own home can be exciting and frightening at the same time. Consider the following five questions when getting ready to buy:

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Univest
Wishing you could make improvements to your house but short on the necessary cash? The way to transform those dreams into reality may be right under your nose. Discover how to tap into the value of your home in a way that suits your needs and budget.

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