Tara's Upcoming Concert
I've been singing for as long as I can remember, whether being at the dinner table annoying my family or in a concert at...
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Social Security Cost of Living Adjustment (COLA) Announced for 2025
After three years of above-average COLA adjustments to Social Security, it is no surprise that we are moving back...
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Professor Haas
Ever get super nervous about having to do something, only to find out it gave you a huge rush of energy and joy?! Read...
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How AI & Tech Stock Gains Could Lead to a Surprise Tax Bill
Over the past year, artificial intelligence (AI) and technology stocks have experienced remarkable growth. While these...
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Meet our New Client Relations and Operations Associate: Tara Gibson
Learn about the Client Relations and Operations Associate position and our newest team member Tara Gibson
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Cayden Got His Driver's Permit
I remember how I used to just nod and smile when people would tell me that it’ll seem like my kids will grow up too fast...
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Meet Our Fall Semester Kutztown University Intern: Abigail Smith
We're excited to have a Kutztown University student interning with us for the Fall 2024 semester. Abby is a senior from...
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Werner Florida Vacation: Part 2
This summer, we decided to head back to the Clearwater Florida area again, opting to fly instead of drive. The decision...
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An August Investment Update
The summer has started to wind down and unfortunately, the same could be said about the stock market recently. The...
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Changes to How You Access Social Security’s Online Services
The Social Security Administration announced recently that they are making changes to the way “customers” access Social...
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Do You Take 18 Minutes a Day for You?
It's hard to believe we are already halfway through the year. Question for the readers: since 2024 is a leap year, does...
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Navigating Pension Choices in Retirement
As the last of the baby boomers reach retirement age they continue to be faced with significant decisions, some of which...
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