Firstrust Financial Resources expands retirement & employee financial education initiative

The Senior Management Team of Firstrust Financial Resources (FFR), a Philadelphia-based financial services firm, has announced the recent hire of Ethan Shiller as a Financial Advisor. Shiller’s addition is the latest in a series of moves designed to allow the firm to implement its expansion efforts focused on financial education, individual and small business retirement planning, employee benefits, high-end estate planning and life insurance strategies.

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Yardley Executive Round Table

The Yardley Executive Round Table (YERT) is a non-profit organization with strong roots in Bucks County. YERT is a business organization of men and women who are dedicated to being the best in their respective professions. The purpose of the organization is to grow each other’s businesses through the exchange of qualified referrals, as well as the sharing of knowledge, information and experiences to inspire further growth.

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Newtown Business Association

The Newtown Business Association is a member-based organization that is celebrating over 64 years of service to the Newtown community. They are recognized as one of the largest non-chamber business associations in the entire region featuring over 275 members ranging from retail, food and professional services.

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Edelman Wealth Management Group of Yardley Named as Finalist in Signator Investors’ “Practice of the Year” Competition

Firm Recognized for Excellence in Key Areas of Practice Management and Client Service As Reviewed by Independent International Management Consulting Firm

Edelman Wealth Management Group, Inc. of Yardley, led by President Scott D. Edelman, was named as a finalist in Signator’s “Practice of the Year” competition, sponsored by National Financial, for the firm’s excellence in key areas of practice management and client service.

As part of the finalist selection process, Edelman Wealth Management Group underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

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Consumer Troubleshooter

submitted by Bucks County Consumer Protection Agency

Q. My sister is having our entire family over for a Holiday meal this year. She is a very organized person and has assigned each of us something to bring to contribute to the food table. She always seems to know exactly how much of each food item is needed according to the amount of people attending. I have been assigned a tray that would include fresh fruits and vegetables as well as items from the bakery. I want to be certain that I am getting the correct amount of food requested; not only because my sister expects it but also because I have a small budget to work with. How can I be sure that I get the correct amount/weight of the items and that they are accurately priced? D.O., Bristol.

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Those overlooked tax deductions

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

It’s criminal to take business-tax deductions to which your company is not entitled, but it’s a darn shame to miss those that are lawful. The endless tampering by Congress with tax deductions, credits, capital gains taxes and income tax rates makes it more essential than ever to have tax planning reviewed by your professional tax advisor to determine whether such deductions are permitted or entirely new strategies need to be employed. Think about the following, for example.

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Some common seller positions when selling and why you shouldn’t take them

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

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Yardley Business Association hosts holiday event

Ho! Ho! Ho! Here comes Santa and the Olde Fashion Christmas Parade.

It’s beginning to look a lot like Christmas in Yardley! Santa Claus will arrive on Friday, November 28th at 6:15pm in downtown Yardley Borough to light the dazzling Christmas Tree near the Old Library by Lake Afton. Special guest, The Phillie Phanatic, will also be there.

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NBA’s November Member Breakfast is Nov. 25th

The Newtown Business Association will hold its November Member Breakfast meeting on Tuesday, November 25th, from 7:30 to 9:00am at Chandler Hall, 99 Barclay Street, Newtown. NBA members and guests will be presented with an Economic Forum consisting of a panel of four: Moderator Robert Wilgos (Summit Financial Advisors) and panel members Robert Costello, Jr. (Costello Asset Management), Patrick Clark (Attleboro Asset Management), and Steven Tolbert (Assistant Professor of Economics at Bucks County Community College). Topics discussed will include: direction of the overall economy, GNP forecast, interest rates, inflation, stock/bond markets, and unemployment. The discussion will be followed by a question and answer period.

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Consumer Troubleshooter

submitted by Bucks County Consumer Protection Agency

Q. I was selling some of my personal effects on Craig’s List. A man contacted me and we decided on a price. The amount totaled $600. He sent me a certified bank check for $2,000. He said that he made a mistake on the amount and asked me to send him the difference. Red flag, I know it’s a scam, but the check looks real. I assume it’s a scam and actually would like to know what to do with the check and who to report the incident to? S.P., Morrisville.

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