GR86 Joyride: My "Year of Saving" Took a Detour
For those who’ve followed my recent personal articles, “the year of saving” is still mostly on track, though I recently...
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From Gas to Green: Why Our Family Switched to an Electric Vehicle
If you had told me a year ago that my husband and I would be buying an electric car I probably would’ve laughed. But...
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Sharing Financial Tips with Graduates
I had a great opportunity to join the Kutztown Area School District graduating class of 2025 last week. As they finish...
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AI Powered Threats: Why Guarding Your Identity and Finances is Harder Than Ever
As planners, we are tasked with answering big long-term questions like, “will I have enough money to live the life I...
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Finally Spring!
Spring is here! I’ve realized how much I need something fun to look forward to, it’s a good mood booster and helps get...
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6 Reasons Why You Should Share Your Tax Return with Your CFP
As “Tax Day” 2025 is now in the rearview mirror, planning for next year’s return starts now. That’s because proactive...
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Where Memories Sprout
This time of year is always my favorite. I love to see which of my early spring flowers have sprouted up and which ones...
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In The Bulb, There Is A Flower
My Grandmother passed away on Friday 3/21/2025. Barbara Kitson was the only grandmother I ever knew on my mother’s side...
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When The Market Gets Scary, Here's What To Do
Market Volatility never gets easier for me. I say everything I’m trained to say – and what I philosophically believe...
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KU's Personal Financial Planning Club
In case you did not know already, Kutztown University has a Personal Financial Planning (PFP) major that pairs well with...
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Navigating Market Uncertainty
Stock market volatility and uncertainty have spiked in the last few weeks with headlines dominated by tariff proposals...
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The Year of Saving - Curveballs Already?!
When Amy and I dubbed 2025 our “Year of Saving,” we didn’t expect the universe to test us quite so soon. Two months in...
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