I had a great opportunity to join the Kutztown Area School District graduating class of 2025 last week. As they finish up their class schedule, they participate
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As planners, we are tasked with answering big long-term questions like, “will I have enough money to live the life I want to live without running out?” But
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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 through the not-so-fun days too. My wife
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As “Tax Day” 2025 is now in the rearview mirror, planning for next year’s return starts now. That’s because proactive tax planning is an important part of the
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This time of year is always my favorite. I love to see which of my early spring flowers have sprouted up and which ones are budding and ready to burst. My
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My Grandmother passed away on Friday 3/21/2025. Barbara Kitson was the only grandmother I ever knew on my mother’s side, even though she was not my mother’s
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Market Volatility never gets easier for me. I say everything I’m trained to say – and what I philosophically believe works over time.
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In case you did not know already, Kutztown University has a Personal Financial Planning (PFP) major that pairs well with the Finance major. I added the PFP
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Stock market volatility and uncertainty have spiked in the last few weeks with headlines dominated by tariff proposals, potential trade wars, and a rapid 10%+
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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, and it’s less “smooth sailing” and more
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Moving funds from a 529 plan to a Roth IRA for the beneficiary is now possible thanks to a provision in the SECURE Act 2.0, which took effect in 2024. This
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Wow. Just WOW. As an Eagles fan, I’m still buzzing from the Super Bowl victory. It feels surreal, doesn’t it? Years of waiting, years of near misses, and
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