We are happy to introduce our Fall Intern! Meet Caroline McDonald.
Caroline writes:
I am a Senior at Kutztown University and am originally from Exton
Read More
We would have loved to head back to Clearwater, Florida, again this year, but it just wasn’t in the cards for a handful of reasons. So, while we didn’t have any
Read More
What makes for a good life? That’s a question I think about often—not just in my work as a financial planner, but as a father, a neighbor, and a member of the
Read More
Life has a way of reminding us of what truly matters, many times when we least expect it. The past seven months have brought significant changes to my family
Read More
Summer is a funny season for me. Life at home is anything but slow—with three boys in constant motion, Desiree’s dance schedule, and my ongoing involvement with
Read More
For those who’ve followed my recent personal articles, “the year of saving” is still mostly on track, though I recently bent the rules a bit. As I’ve shared, I
Read More
If you had told me a year ago that my husband and I would be buying an electric car I probably would’ve laughed. But here we are, my husband Josh and I made the
Read More
Spring is here! I’ve realized how much I need something fun to look forward to, it’s a good mood booster and helps get through the not-so-fun days too. My wife
Read More
This time of year is always my favorite. I love to see which of my early spring flowers have sprouted up and which ones are budding and ready to burst. My
Read More
My Grandmother passed away on Friday 3/21/2025. Barbara Kitson was the only grandmother I ever knew on my mother’s side, even though she was not my mother’s
Read More
In case you did not know already, Kutztown University has a Personal Financial Planning (PFP) major that pairs well with the Finance major. I added the PFP
Read More
When Amy and I dubbed 2025 our “Year of Saving,” we didn’t expect the universe to test us quite so soon. Two months in, and it’s less “smooth sailing” and more
Read More
