In the world of personal finance, taxes and financial planning are intricately intertwined. However, determining when to bring in a tax professional can
In an election year, clients start to ask us some common questions. What will the election do to the markets? I’m afraid if “x” gets elected then [insert scary
I’ve casually followed the 76ers for a long time, but it wasn’t until about 5-6 years ago that I really started my deep dive into moving beyond a casual
When I think about financial planning and retirement income needs, I think stocks, bonds, Social Security, and pensions. The reality is, there’s often much more
Many people create bucket lists, a series of experiences or events they would identify as “must dos” in their life, or goals for experiences to have before they
The question of when to begin Social Security is often a tricky one posed to us by clients who aren’t quite sure what is best for them. Some are certain they
It’s hard to believe it’ll be two years of owning our house at the end of this month. Time has flown by and the projects are slowing down (thankfully!). I
If you read my recap from our Florida road trip last year, I mentioned that "we would definitely be back to the Gulf Coast soon, but next time I don’t think I
There’s a big push by Desiree and I to get my boys working more around the house and property. We want them to help carry the burden, teach them good work
Money can be a sensitive and emotional topic. It’s something that is typically viewed as private and only a select few people may have the “inside scoop” about
It’s hard to believe Michael and I tied the knot almost six months ago! Changing my last name is completed (thankfully!) and now we can just enjoy being married
It’s been almost 5 years now since Pat passed away. Anytime I meet a widow, I think about how I met Pat through the most unfortunate of circumstances. Her
