The stock market has been on quite a run, up roughly 35% since April, and sitting near record highs. That kind of performance tends to make investors feel
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After experiencing delays due to the government shutdown, the long-awaited Cost of Living Adjustments (COLA) to Social Security has finally been announced. In a
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Unfortunately, it’s that time of year again… time to park the race car in the corner of the garage for winter storage and reflect on the past season. Last year
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Back in 2024, I shared a blog post called Professor Haas where I hinted that I might pursue more formal education someday. Well, that “someday” came sooner than
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As Certified Financial Planners, we’re often asked about the Federal Reserve's moves and how they could impact personal savings and investments. At the highly
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When my husband Josh and I bought our electric vehicle (EV) a couple of months ago, we knew it would be great for his daily commute. But one of the big
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We are happy to introduce our Fall Intern! Meet Caroline McDonald.
Caroline writes: I am a Senior at Kutztown University and am originally from Exton
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We would have loved to head back to Clearwater, Florida, again this year, but it just wasn’t in the cards for a handful of reasons. So, while we didn’t have any
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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 father, a neighbor, and a member of the
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Key Provisions in the One Big Beautiful Bill That May Affect Your Taxes, Healthcare, and Financial Plan: By now you are sure to have heard about the sweeping
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Life has a way of reminding us of what truly matters, many times when we least expect it. The past seven months have brought significant changes to my family
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Summer is a funny season for me. Life at home is anything but slow—with three boys in constant motion, Desiree’s dance schedule, and my ongoing involvement with
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