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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529 to Roth IRA Rollover Provision
Moving funds from a 529 plan to a Roth IRA for the beneficiary is now possible thanks to a provision in the SECURE Act 2...
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Embracing Adversity: Grit Leads to Extraordinary Success
Wow. Just WOW. As an Eagles fan, I’m still buzzing from the Super Bowl victory. It feels surreal, doesn’t it? Years of...
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2025 Gifting Updates
The IRS has announced an inflation adjusted increase in the gift tax limits for 2025! Despite the minimal change, we...
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The Year of Saving
In an effort to practice what we preach, Amy and I sat down for our annual planning meeting in early January. I wouldn’t...
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I Have a (Plan) Dream
There are several books that have made a lasting impact on my life. One of them is “Start With Why” by Simon Sinek...
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