Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

4 Lemoyne Dr, Suite 103
Lemoyne, PA 17043

LinkedIn YouTube




What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, May 2, 2019

Factor Inflation Into Your Planning for Retirement A few years ago for Christmas, my wife was given a refrigerator magnet with a list of the commonly purchased items and the price of each in the year she was born. Items ranging from...


Tuesday, April 23, 2019

The 5 Biggest Mistakes Investors Make This will be difficult to keep it at just 5, but putting the qualifier of biggest, it should help. After 20 years in the financial planning I often find myself saying now I have seen everything,...


Thursday, April 18, 2019

Can you do better with my investments? The question of "better" might be the most loaded question you can ask a financial professional. Like many, I used to believe the answer to the question was to try to top the rate of return. If...


Thursday, April 11, 2019

Tax Season. That glorious time of year where American’s are divided into two groups, and I am not referring to political parties. The first group, those who owe. These folks despise tax season, they dread the trip to the...


Tuesday, April 9, 2019

In the first quarter of every year, without fail, I get a flood of calls from people looking to open an IRA to take the tax deduction for the previous year. When you couple the last minute tax planning with the inevitable question...