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Stacy's News: Are you Financially Literate?

July 06, 2021

We recently rolled out a series on Financial Literacy via social media.

Topics include creating a budget, setting up the best bank account for your needs, how much to keep in emergency savings, building credit and so much more.

Every question is a good question so please feel free to reach out to us at 215-579-5601 or email us at

As always, if you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.

Stacy Brilliant, Chief Operating Officer



All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.