Financial Planning with Illiquid Assets
One gauge of financial success is monitoring net worth, which isn’t always easy to do. Not many people know the value of...Read More
Tax Free 401(k) Withdrawals? Maybe…
No, this isn’t a political prediction on who’s going to win the White House and what they might say about your taxes...Read More
Happy Birthday Kutztown!
The Kutztown Bicentennial Celebration is this week. It’s the 200th birthday of the place I grew up and now make the home...Read More
Owning Property with Someone Else
Maybe you inherited property with your sibling when Mom died. Maybe it’s your family friend, a long-term boyfriend or a...Read More
Happy Father’s Day
New dads, old dads, granddads, dads-in-law, stepdads, serious dads, goofball dads, uncles that take on the roles of dads...Read More
Is Cash King?
Pop quiz: How much cash should you be holding? A) 3-6 months of your monthly expenses B) 1-2 years of your expected...Read More
The Staycation Summer
With a one year old and a six-year old (almost seven) with seemingly endless amounts of energy, long drives to vacation...Read More