Loretta Hutchinson is awarded Women’s Choice Award

Harvest Group Financial Services and Financial Divorce Plan, LLC is proud to announce that Loretta Hutchinson has been awarded the Women’s Choice Award for 2014. This is the second consecutive year that Loretta has won this award.

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David Crosson announces retirement

David H. Crosson, CEO of Indian Creek Foundation, has announced his retirement effective June 30th, 2015. David has been with the Foundation for 20 years and has served as the CEO of the Foundation since 2000.

The Board of Directors has appointed a search committee and the process of selecting the next CEO has already begun. David’s plans for retirement include travel with family and volunteer service, along with his wife Lorraine, to local non-profit organizations.

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Consumer Troubleshooter

submitted by Bucks County Consumer Protection Agency

Q. The other day I was talking to a friend about your agency. She was telling me that she attended this activity group that had the director of the office do a presentation and that he talked about everything from scams, to buying a car to buying gas at the pump. I have also notice this department mentioned in news reports as well as in the newspaper. I am curious to learn about the other ways in which the Bucks County Consumer Protection Department assists the residents of Bucks County. How would I get this information? L.T.

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What happened to ‘Til death do us part’?

submitted by Martin H. Abo, CPA/ABV/CVA/CFF, Abo and Company, LLC

Obtaining a divorce does not necessarily mean that two people who find that they are incompatible have to undergo extended emotional and financial pain. Intelligent couples are increasingly taking a mature approach to their problem and to devising a fair resolution. The approach typically may include actions (among many others) such as:

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Consumer Troubleshooter

submitted by Bucks County Consumer Protection Agency

Q. My daughter is graduating from high school. We are in the process of looking over her finances in order for her to decide which direction she should take as far as colleges go. I am a single parent of three children and do not have the financial means to give her much support. I was discussing my concerns about this with my friend and she remembered that your office had information in your Troubleshooter article last year. She also said that you had offered consumers a helpful brochure for college bound kids. Is that brochure still available through your office? B.R., Morrisville.

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First-time homebuyer checklist

submitted by Sherry Pace, Housing Counseling Program Manager, Bucks County Housing Group

So, you want to buy a house. You may be asking yourself, “Is it better to rent or own?” or “Will it cost less to pay a mortgage payment or a rental payment?” These are very good questions and the answer is…it depends!

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Smooth move – Relocation tips

submitted by Edward Johnson, president & CEO of the Better Business Bureau, serving the Northeastern and Eastern Pennsylvania region

Late spring is the beginning of the busy season in the moving industry. According to U.S. Census estimates, the average person will move roughly 12 times in their life. With the challenging economy of the past several years, that number may be higher as many people relocated to find employment. Moving is a fact of life and it is full of stress.

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Separating fact from fiction when preparing your home for sale

submitted by Lynne Kelleher, Berkshire Hathaway Home Services/Fox Roach Realtors Newtown Office

It seems that everyone from HGTV to Aunt Betty to your mother-in-law has advice about what you should and shouldn’t do when preparing your home for sale. Here’s a closer look at what’s true and what’s not:

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Hey You S.O.B.! (Sons of Bosses)

submitted by Martin H. Abo, CPA/ABV/CVA/CFF, Abo and Company, LLC

The recent economic expansion has benefited the owners of family businesses just as it has large corporations, and many have accumulated significant wealth. You might recall reading about a consulting firm who polled the owners of 500 family businesses to assess their most important concern. The three major issues of concern were:

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Do your investments match your risk tolerance?

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious.* So from time to time, it is a good idea to review how your assets are invested. **Your asset allocation should correspond to your tolerance for risk, and if it doesn’t, it should be adjusted.  

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