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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I've been singing for as long as I can remember, whether being at the dinner table annoying my family or in a concert at school. Music has always been a passion
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After three years of above-average COLA adjustments to Social Security, it is no surprise that we are moving back towards our two decades average of about 2.5%
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Ever get super nervous about having to do something, only to find out it gave you a huge rush of energy and joy?! Read about Ben's experience as a guest teacher
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Over the past year, artificial intelligence (AI) and technology stocks have experienced remarkable growth. While these gains have boosted many investments, they
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Learn about the Client Relations and Operations Associate position and our newest team member Tara Gibson
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I remember how I used to just nod and smile when people would tell me that it’ll seem like my kids will grow up too fast. The passage of time is constant. But
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We're excited to have a Kutztown University student interning with us for the Fall 2024 semester. Abby is a senior from Lititz, PA and is a part of the Personal
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This summer, we decided to head back to the Clearwater Florida area again, opting to fly instead of drive. The decision to fly certainly cut down on travel time
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The summer has started to wind down and unfortunately, the same could be said about the stock market recently. The temperatures and stock prices were hot, hot
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The Social Security Administration announced recently that they are making changes to the way “customers” access Social Security’s online services, including
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