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Wednesday, December 6, 2023

Open enrollment is not just a routine task; it's an annual opportunity to align your benefits with your current financial goals and life circumstances.

Wednesday, November 29, 2023

Holiday shopping can be a joyous experience when approached with financial mindfulness. By setting a budget, making thoughtful choices and taking advantage of discounts, you can celebrate the season without compromising your financial goal.

Wednesday, November 22, 2023

In the world of personal finance, every dollar has the potential to work for you. By adopting savvy spending habits, you're not only making the most of your money but also paving the way for long-term financial success.

Wednesday, November 15, 2023

Embarking on a debt-free journey is a courageous step toward reclaiming control over your financial destiny. Implementing these strategies and maintaining a steadfast commitment to your goals, you can navigate the path to a debt-free life.

Wednesday, November 8, 2023

529 plans are an excellent tool for saving for education expenses, offering tax advantages and flexibility. It's essential to do your research and select the plan that best suits your individual financial situation and educational goals.

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Wednesday, November 1, 2023

Savings accounts are a safe and convenient way to park your money, providing easy access to your funds and a modicum of interest. While savings accounts serve a valuable purpose in your financial toolkit, they do need to be used correctly.

Wednesday, October 25, 2023

Net worth is a crucial financial metric that can provide valuable insights into your overall financial health. It represents the difference between your assets and liabilities and is a fundamental indicator of your financial well-being.

Wednesday, October 18, 2023

Avoiding common financial pitfalls and understanding these mistakes and knowing how to steer clear of them is crucial for building a strong and secure financial future.

Wednesday, October 11, 2023

Financial education is a gift that keeps on giving. By teaching your kids about money and financial literacy, you're setting them on a path to make informed financial decisions and secure their financial future.

Wednesday, October 4, 2023

In the grand scheme of financial planning, beneficiaries are a crucial piece of the puzzle. They offer you the peace of mind that your hard-earned assets will be distributed as you intend, ensuring the well-being of your loved ones and orga

Wednesday, September 27, 2023

Financial planning is an ongoing process for small business owners. By separating your personal and business finances, creating a detailed budget, and monitoring cash flow, you can maintain control over your business's financial health.

Wednesday, September 20, 2023

Your financial success is within reach, and these digital allies are here to help you achieve it. So, go ahead, download the apps, explore the software, and embark on a path toward a more secure and prosperous financial future.

Wednesday, September 13, 2023

Investing for beginners can be both exciting and daunting, but with a solid understanding of the fundamentals, you're on the right track. Remember that investing is a long-term endeavor, and patience is key.

Wednesday, September 6, 2023

Buying a home is a significant financial milestone, and with careful planning and saving, you can turn your homeownership dream into a reality.

Tuesday, August 29, 2023

A successful financial journey involves a delicate balance between enjoying the present and preparing for the future. By implementing effective savings strategies for both short-term and long-term goals allows you to plan confidently.

Wednesday, August 23, 2023

Filling out the new W-4 form when changing jobs might seem daunting, but with a clear understanding of the steps involved, it becomes a manageable task.

Wednesday, August 16, 2023

This financial blog will provide you with practical tips and strategies to recognize and defend against scams, ensuring that you can confidently navigate the financial landscape while keeping your assets secure.

Wednesday, August 9, 2023

While financial planning is the overarching process of goal setting and strategy development, a financial advisor is a professional who can provide specialized expertise, guidance, and support throughout the financial planning journey.

Wednesday, August 2, 2023

Both bond laddering and CDs have their place in a well-rounded investment strategy, depending on your financial goals, risk tolerance, and time horizon.

Thursday, July 27, 2023

Non-Qualified ESOPs & Qualified ESOPs are valuable tools for companies to engage and reward employees through ownership participation. ESOPs aim to align employee interests with company success, but they have different tax treatments.

Thursday, July 20, 2023

Have you considered the TSP when planning your retirement? In this blog post, we'll delve into the benefits and drawbacks of the TSP, helping you make an informed decision about whether it's the right fit for your retirement goals.

Wednesday, March 15, 2023

Last week’s closure of Silicon Valley Bank (SVB) marked one of the largest bank failures in history and sparked fears over the health of the entire financial system. While the situation remains fluid, below you’ll find a...

Wednesday, March 9, 2022

Whether you need investment advice, help managing an estate, or preparing for tax season, there’s a financial advisor out there for you. But with such a broad definition, how do you pick a good match?

Wednesday, March 2, 2022

Monday, August 9, 2021

Tax Planning for the Biden AdministrationPotential Strategies to Combat Increased Taxes Many individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations. The...

Thursday, May 27, 2021

Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...

Monday, April 19, 2021

Before You Claim Social SecurityA few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...

Wednesday, March 17, 2021

The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach.SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as...

Wednesday, January 13, 2021

Part I: Traditional vs Roth IRA As a trusted financial advisor in Carlisle PA, people often ask me the question “which retirement account is better Roth or Traditional?” The answer is-it depends. It depends on your current...

Monday, November 2, 2020

Once you have a clear picture of your priorities – that is your values, goals and high leverage activities, organize around them. -Stephen Covey Organization is one of the pillars of achieving any financial goal, this is true...

Wednesday, October 7, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

Wednesday, September 9, 2020

Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July's consumer prices— excluding food and energy—which rose at the...

Friday, August 14, 2020

When I first started in the investment business there were only a few fund managers that really offered a true Socially Responsible Investment platform. Over the last dozen years or so I noticed the concept go from a specialized niche...

Friday, August 14, 2020

This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year.But that's not all that's different. The current administration has issued an executive memorandum...

Wednesday, August 5, 2020

With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...

Tuesday, July 28, 2020

To some, the buying and selling of a company’s stock by corporate officers and directors can be an indicator of Wall Street sentiment.In July 2020, the ratio of companies with executive buying compared with executive selling...

Friday, July 24, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

Wednesday, July 22, 2020

An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...

Tuesday, July 21, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...