A Financial Planning Checklist For A Change in Jobs
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
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Your Retirement "Transition" Plan in 5 Steps
Do any of the following describe you? You’ve worked at the same job with the same company for 25+ years. You aren’t...
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Always Remember Where You Came From
By Anna Behm, Executive Assistant It sounds silly coming from me, since I grew up here in Kutztown, I went to Kutztown...
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5 Transition Points In Life That Call for a CERTIFIED FINANCIAL PLANNER
I spent one summer listening to a lot of Jerry Jeff Walker. To me, he’s famous for the chorus he wrote in one particular...
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Celebrating 40 Years Together
My parents celebrated their 40th wedding anniversary on September 30th and they did so in grand fashion! A party was...
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The Second-To-Die Policy
[youtube https://www.youtube.com/watch?v=QO_IqxJnCH0] Introduction: Insurance is a very important tool as we go through...
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The Business Owner Buy/Sell Insurance
[youtube https://www.youtube.com/watch?v=VULe0pACfFc] Introduction: There are many people who own a business. There are...
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The Hybrid Life and Long-Term Care Policy
[youtube https://www.youtube.com/watch?v=j7d7C3vly5Y] Introduction: The US Department of Health and Human Services...
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A Labor Day Full Of Labor
Labor Day weekend in the Werner house is usually centered on the same couple of activities: relaxing with our families...
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Haas Beach Week Vacation - Changing Perspectives
Last week was the unofficial end of summer for my family. We save our beach vacation for the middle of August, which...
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Property & Casualty (P&C) Liability Insurance Policy
[youtube https://www.youtube.com/watch?v=LkUU8XdKgIE] Introduction: Love it or hate it, most people recognize that we...
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Health Savings Account (HSA)
[youtube https://www.youtube.com/watch?v=8FxR_eK1lAU] Introduction: One of the primary concerns for pre-retirees are the...
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