Rebalance Education
This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following...
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Fear Abounds – So Now What?
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment...
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The Markets Aren’t Confident, But We Are
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do...
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3 Things to Consider Doing When the Market Drops
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for...
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THE 5 TAX POTHOLES By: John P. Napolitano, CFP®, CPA, PFS, MST
While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your...
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The “Next Smallest Action” Formula
I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone...
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5 Financial Lessons from the Haas Family Relocation
We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to...
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Ben’s (not-so) Bold Predictions for 2020
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an...
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Part II: Congress May Have Just Changed Your Retirement Planning
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s...
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Congress May Have Just Changed Your Retirement Planning
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the...
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7 Year End Financial Planning Considerations
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the...
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7 Considerations When Managing a Financial Windfall
Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the...
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