The “Next Smallest Action” Formula
I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone...
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5 Financial Lessons from the Haas Family Relocation
We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to...
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Ben’s (not-so) Bold Predictions for 2020
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an...
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Part II: Congress May Have Just Changed Your Retirement Planning
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s...
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Congress May Have Just Changed Your Retirement Planning
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the...
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7 Year End Financial Planning Considerations
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the...
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7 Considerations When Managing a Financial Windfall
Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the...
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Don’t be part of the 92%. Invest in Yourself in 2020!!!
The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties...
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The Impact of Paying it Forward
My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community...
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'Tis The Season To Be Thankful
I did the Children’s Sermon at church on Sunday and my question for the kids was “what does it means to give thanks?” As...
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Financial Planning Is Less Math and More Like A Rorschach Test
Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this...
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The Problem and Fixes for Forced Co-Ownership Through Inheritance
Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever...
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