Navigating Potential Few Rate Cuts: Implications for Your Savings and Investments
As Certified Financial PlannersTM, we’re often asked about the Federal Reserve's moves and how they could impact...
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Meet Caroline!
We are happy to introduce our Fall Intern! Meet Caroline McDonald. Caroline writes: I am a Senior at Kutztown University...
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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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