// As I sit here composing this blog post, Gov. Wolf of Pennsylvania is holding a press conference where he is outlining the next steps the state will be taking in order to reduce the spread of the Corona Virus. The measures seem...Read More
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.
Started by the Profit Sharing/401(k) Council of America, the “401(k) Day” holiday is dedicated to promoting retirement savings education. Today is the day to communicate the importance of saving for retirement. Freedom...Read More
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...Read More
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,...Read More
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...Read More
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...Read More
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...Read More