My Grandmother passed away on Friday 3/21/2025. Barbara Kitson was the only grandmother I ever knew on my mother’s side, even though she was not my mother’s
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Market Volatility never gets easier for me. I say everything I’m trained to say – and what I philosophically believe works over time.
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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
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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%+
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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
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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
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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
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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
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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
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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
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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.
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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
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