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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
'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...
Read More
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...
Read More
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...
Read More
Trust is Earned, Not Given
We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners...
Read More
