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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What Are the New Contribution Limits For 2025 & How Does That Impact Taxes?
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of...
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The Importance of Self-Reflection on 2024 Spending
As the year ends, it’s a natural check point to reflect back on this past year. Whatever you set out to do or accomplish...
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