Summer Vacation Recap
We would have loved to head back to Clearwater, Florida, again this year, but it just wasn’t in the cards for a handful...
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How Giving Back Checks My PERMA Boxes
What makes for a good life? That’s a question I think about often—not just in my work as a financial planner, but as a...
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Key Provisions in the One Big Beautiful Bill
Key Provisions in the One Big Beautiful Bill That May Affect Your Taxes, Healthcare, and Financial Plan: By now you are...
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The Ties That Hold Us Together
Life has a way of reminding us of what truly matters, many times when we least expect it. The past seven months have...
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"No Meeting July": A Mid-Year Reset
Summer is a funny season for me. Life at home is anything but slow—with three boys in constant motion, Desiree’s dance...
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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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