I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone looking to start his own business while
We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to strategically move instead of ripping the
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the game change. And for many of my clients
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the least! But I’m still in work mode and
Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the sale of a business or maybe a
The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties, shopping and wrapping and hopefully some
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 park in the Lehigh Valley this year.
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 adults, I think it’s easy to wrap our
Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this week as a favorite economic commentator
Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever owned anything with someone who wasn’t your
