iBond Rates Came Back Down to Earth
Recently the U.S. Treasury Department issued an update to the Series I Bond rates for the next six months. The Treasury...
Read More
Comedy & Concerts: Adam's Fall Entertainment Extravaganza
I'll apologize in advance for what will likely turn into a long blog post. This is essentially my own personal "travel...
Read More
Giving Tuesday: The Different Ways to Give
Charitable giving is an important part of my financial plan and based on my anecdotal experience as a financial planner...
Read More
Abby Goes to the CFP Conference
I recently had the opportunity to attend the CFP Board's first ever Connections Conference, and I cannot wait to share...
Read More
Tara's Upcoming Concert
I've been singing for as long as I can remember, whether being at the dinner table annoying my family or in a concert at...
Read More
Social Security Cost of Living Adjustment (COLA) Announced for 2025
After three years of above-average COLA adjustments to Social Security, it is no surprise that we are moving back...
Read More
Professor Haas
Ever get super nervous about having to do something, only to find out it gave you a huge rush of energy and joy?! Read...
Read More
How AI & Tech Stock Gains Could Lead to a Surprise Tax Bill
Over the past year, artificial intelligence (AI) and technology stocks have experienced remarkable growth. While these...
Read More
Meet our New Client Relations and Operations Associate: Tara Gibson
Learn about the Client Relations and Operations Associate position and our newest team member Tara Gibson
Read More
Cayden Got His Driver's Permit
I remember how I used to just nod and smile when people would tell me that it’ll seem like my kids will grow up too fast...
Read More
Meet Our Fall Semester Kutztown University Intern: Abigail Smith
We're excited to have a Kutztown University student interning with us for the Fall 2024 semester. Abby is a senior from...
Read More
Werner Florida Vacation: Part 2
This summer, we decided to head back to the Clearwater Florida area again, opting to fly instead of drive. The decision...
Read More
