In case you did not know already, Kutztown University has a Personal Financial Planning (PFP) major that pairs well with the Finance major. I added the PFP
Read More
Stock market volatility and uncertainty have spiked in the last few weeks with headlines dominated by tariff proposals, potential trade wars, and a rapid 10%+
Read More
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, and it’s less “smooth sailing” and more
Read More
Moving funds from a 529 plan to a Roth IRA for the beneficiary is now possible thanks to a provision in the SECURE Act 2.0, which took effect in 2024. This
Read More
Wow. Just WOW. As an Eagles fan, I’m still buzzing from the Super Bowl victory. It feels surreal, doesn’t it? Years of waiting, years of near misses, and
Read More
The IRS has announced an inflation adjusted increase in the gift tax limits for 2025! Despite the minimal change, we feel it is important to announce since
Read More
In an effort to practice what we preach, Amy and I sat down for our annual planning meeting in early January. I wouldn’t say it’s the most fun conversation we
Read More
There are several books that have made a lasting impact on my life. One of them is “Start With Why” by Simon Sinek. Sinek is an inspirational speaker and author
Read More
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of some updates for retirement savings.
Read More
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 this year, think about how far you’ve
Read More
It’ll be a week of new experiences for the Haas Family. We learned last Spring that Cayden’s offseason soccer team, Berks United, had the opportunity to travel
Read More
My mother-in-law, Michelle, is a chef.She runs a cafe in Lebanon, and she really excels at what she does in part because she is really resourceful in her
Read More
