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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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
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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
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While Halloween is a big holiday in my house, Thanksgiving kicks off the official countdown towards Christmas and New Year’s. Typically, Christmas music isn’t
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Recently the U.S. Treasury Department issued an update to the Series I Bond rates for the next six months. The Treasury adjusts these rates every May and
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I'll apologize in advance for what will likely turn into a long blog post. This is essentially my own personal "travel/event" blog, with a recap of shows and
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Charitable giving is an important part of my financial plan and based on my anecdotal experience as a financial planner, I’d say it more than likely is a part
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I recently had the opportunity to attend the CFP Board's first ever Connections Conference, and I cannot wait to share all about it!
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