Business
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Member Vote to Decide Future of Levittown’s Spirit Financial Merger
Member-owned Spirit Financial Credit Union in Levittown could lose its local ownership status following a member vote on a potential merger with Credit Union 1, writes Joseph N. DiStefano for The Philadelphia Inquirer. Spirit Financial was formed by U.S. Steel Fairless Works in 1954 and maintains its sole office on New Falls Road, which has…
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Lead with Your Head and Heart When Giving This Holiday Season
Now is the time of year when many people choose to give back to support the causes closest to them. Unfortunately, it’s also the time of year when scammers look to exploit your generosity, taking funds away from those in need to line up their own pockets. Avoiding Scammers This time of year, you’ll likely…
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Philadelphia’s Largest and Oldest Investment Bank to Shift Focus to Wealth Management, Stock Broking
Janney Montgomery Scott LLC, the largest and oldest investment bank in Philadelphia, will soon exit this realm in favor of focusing exclusively on its wealth advisory business, writes Joseph DiStefano for The Philadelphia Inquirer. The decision to maneuver against its nearly 200-year history as an investment bank and place its emphasis on stock broking comes…
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Pennsylvania’s Problem Gambling Helpline Sees Record Number of Calls in 2025
For many Pennsylvanians who struggle with a gambling addiction, the state’s problem gambling hotline is a valuable resource to find support, writes Isaac Avilucea for AXIOS. This year, the helpline has reached its record number of calls, with over 2,700 through November, according to data from the Council on Compulsive Gambling of Pennsylvania. This is double the amount of calls received in 2020 and tops…
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Malven-Based Meridian Bank Opens Full-Service Branch in Bonita Springs
Meridian Bank has opened a new full-service branch in Bonita Springs, Fla. This expansion builds on the success of Meridian’s Loan Production Office, which opened in Bonita Springs in 2022 to serve the growing commercial lending needs of the region. The new full-service branch, located at 12611 Bonita Beach Road, marks another milestone in Meridian…
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Penn Community Bank Named to Newsweek’s Best Regional Banks for Third Consecutive Year
Penn Community Bank has once again been recognized as one of America’s Best Regional Banks & Credit Unions for 2026 by Newsweek and Plant-A Insights Group. This marks the third consecutive year the Bank has earned this distinction. The annual ranking evaluates thousands of regional banks and credit unions across the United States, incorporating in-depth research, customer surveys, and millions of…
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Affording Typical Rent Requires Double Income For Retail Workers in Philly Region
In the Philadelphia region, retail employees will need to earn more than double their current annual income to afford the median-priced apartment in the area, writes Michaelle Bond for The Philadelphia Inquirer. Philadelphia metropolitan area retail workers earned a median annual salary of $35,006 in 2024. In order to comfortably afford the rent for an…
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Citadel Credit Union Contributes More Than $550,000 to Community Organizations in 2025
In one of its largest community investment years yet, Citadel Credit Union directed more than $550,000 and extensive volunteer support in 2025 to organizations working to strengthen prosperity and well-being across Greater Philadelphia. Citadel partnered with more than 30 organizations and participated in 121 community events, with employees contributing 2,000-plus volunteer hours. More than 300…
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TruMark Financial Credit Union Delivers Holiday Cheer to St. Christopher’s Hospital for Children
TruMark Financial Credit Union recently joined staff and physicians at St. Christopher’s Hospital for Children to deliver hundreds of toys collected during its annual holiday toy drive and donation delivery. Throughout November, the credit union’s members and team members collected donations to bring joy to young patients facing illness or hospital stays during the holiday…
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Proposed Middletown Budget Would Increase Taxes by $500 per Household
Middletown Township is proposing to double its earned income tax and increase property taxes for 2026, changes that would cost the average household around $500 more annually, writes JD Mullane for the Bucks County Courier Times. With this additional revenue, the township could lower its $2.8 million deficit, hire more personnel, and tackle a backlog…
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5 Joyful Year-End Planning Moves to Set You Up for a Brighter Year Ahead
As the year winds down, it’s easy to get caught up in the bustle of the holidays and the rush to wrap things up at work and home. But before the calendar turns, it’s also the perfect time to pause, reflect, and make a few intentional moves that can set you up for a more…
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How to Protect Yourself from AI Scams
In recent years, artificial intelligence has sparked both excitement and concern. AI has advanced quickly, changing how we work, learn, and stay entertained. Unfortunately, cybercriminals also use AI to trick and steal from people. Let’s look at how AI is used in financial scams and how you can spot warning signs to protect your data,…
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From Conshohocken to Dover, WSFS Bank Celebrates Local Flavor
As we enter the holiday shopping season, it’s important to support local businesses this Small Business Saturday and beyond. As a trusted advisor to businesses in the community for nearly 200 years, WSFS Bank associates understand the importance of entrepreneurs, including businesses that have been around for years like the Conshy Girls Restaurant Group and new favorites Curry…
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The Hidden Costs of Caregiving
Family caregivers selflessly assist aging parents, spouses, and relatives with everything from daily tasks to complex medical needs. According to the AARP, nearly 63 million Americans now serve as family caregivers. Despite their large number, many people remain unaware of the daily challenges that caregivers face. So, for National Family Caregivers Month, we’re exploring the…
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Newtown Financial Advisor, Bestselling Author Partner on New Book
Newtown financial planner Marc Butler teamed up with bestselling business author Eric Butow on a new book titled “Master Your Money, Secure Your Future: Build and Sustain Financial Well-Being Through Every Stage of Life,” writes Jeff Werner for the Patch. The book provides readers with the tools, structure and motivation needed to take meaningful action…
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TD Bank Announces 51 Branch Closures, Including a Bucks County Location
As part of a move toward a digital-centric retail model, TD Bank intends to close 51 branches across 12 states, including one in Bucks County, writes Jeff Blumenthal for the Philadelphia Business Journal. These closures are part of the bank’s broader plan to eliminate or relocate ten percent of its branches. All of the Pennsylvania…
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Citadel Credit Union Redefines Business Banking with Expanded Team, SBA Certification, Growing Influence
Citadel Credit Union has made a major step forward in its ongoing mission to empower local businesses across Greater Philadelphia. Through strategic investments, expanded leadership, and new U.S. Small Business Administration (SBA) lending certification, Citadel continues to redefine what business banking can look like at a community-based, member-owned financial institution. Under the leadership of Thomas…
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Protect What You’ve Built: Use Life Insurance in Your Planning
Life insurance can be a powerful tool to incorporate into your estate and broader financial plan, particularly if you are a business owner. This is due, in large part, to the tax-free nature of income tax treatment of life insurance death benefits. Life insurance serves as a tax-efficient tool that allows you to pass wealth to…
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