I’m the son of a middle school English teacher. He recently shared with me this exercise he does with his kids. He chooses a word that has a role in different
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you that like to read the news of the day
Recently I wrote about managing sudden wealth – namely, an inheritance. While not everyone will be the heir to a sizable estate or be lucky enough to hit the
Financial plans tend to change when a client receives an inheritance. For some, they knew the passing of a loved one would mean an influx of wealth. For others
It’s been almost 7 years now that I’ve known a very sweet lady I’ll call Anna. I met her through the most unfortunate of circumstances. Her husband had passed
I’m not a perfectionist. But I certainly do try to get things right the first time. So it’s upsetting when things don’t work out like they were planned. The key
Pick any network, scholar, professional or textbook. When they talk about the most common and fundamental approach to investing, they preach “diversification.”
I read an article last week that states “24 percent of workers check work email during activities with family and friends.”1 I am guilty, as charged. It also
One gauge of financial success is monitoring net worth, which isn’t always easy to do. Not many people know the value of their house, their property, their
No, this isn’t a political prediction on who’s going to win the White House and what they might say about your taxes. And no, I’m not claiming that there will
The Kutztown Bicentennial Celebration is this week. It’s the 200th birthday of the place I grew up and now make the home of my business. There will be bands
Maybe you inherited property with your sibling when Mom died. Maybe it’s your family friend, a long-term boyfriend or a committed partner. Whatever the
