Managing Your Medicare Decision
Medicare is a big decision and there are many key factors that people should consider before making that decision. We...
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Estate Planning 101
Did you know that only about 30% of people have a will? While some may think it’s not necessary to obtain estate...
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Growing Up With The Kutztown Folk Festival
Ben and Devon reflect on memories of the Kutztown Folk Festival as we approach the start of the 72nd Annual Kutztown...
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Are You Avoiding Retirement?
There’s really one main question that comes to us, but it comes in many forms. We will hear “did I save enough?” or “I’m...
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Soaking Up the Last Bits of Summer in Holden Beach, NC
After being home-bound for most of 2020, Adam and his family decided they were long overdue for a beach vacation and...
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Our First Year Of Podcasting
Can you believe it’s been an entire year since we started our very own podcast, A/B Conversations: CFP® Your Way Out Of...
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What Does The Initial Meeting With Us Look Like?
We're taking on new clients and we want no one to have any misconceptions about how we go through that courting process...
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Financial Planning: The Problems With Doing It Yourself
We see self-diagnosing from time to time with clients, families, and friends of ours. There is a do-it-yourself...
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Have I Convinced You to Plan a Trip to the Finger Lakes Yet?!
This is the third time I’ve been up to the Finger Lakes region, staying once on Seneca and twice on Keuka. I’m nowhere...
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Tips For Grandparents Funding College Costs For Their Grandchildren
Our clients get excited when talking about their grandchildren. We get excited when they ask questions and express...
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My Daughter's First Soccer Camp
Growing up I had a passion for soccer and aspired to play Division I in college, which I did at Duquesne University...
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The "Need To Know" On Advanced Child Tax Credit Payments
Starting this week, another form of government stimulus starts for families with children who fall below certain income...
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