An August Investment Update
The summer has started to wind down and unfortunately, the same could be said about the stock market recently. The...
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Changes to How You Access Social Security’s Online Services
The Social Security Administration announced recently that they are making changes to the way “customers” access Social...
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Do You Take 18 Minutes a Day for You?
It's hard to believe we are already halfway through the year. Question for the readers: since 2024 is a leap year, does...
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Navigating Pension Choices in Retirement
As the last of the baby boomers reach retirement age they continue to be faced with significant decisions, some of which...
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Honeymoon Recap
Scotland was an absolute dream! Michael and I were extremely fortunate to have good weather for most of our trip with...
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Knowing When to Hire a Tax Professional
In the world of personal finance, taxes and financial planning are intricately intertwined. However, determining when to...
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Investing in an Election Year
In an election year, clients start to ask us some common questions. What will the election do to the markets? I’m afraid...
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Another 76ers Season in the Books
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...
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The “Art” Of Managing Collectibles in Your Financial Plan
When I think about financial planning and retirement income needs, I think stocks, bonds, Social Security, and pensions...
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The Cooperstown Experience
Many people create bucket lists, a series of experiences or events they would identify as “must dos” in their life, or...
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When It Makes Sense to Start Social Security Early
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...
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The Never-Ending To-Do List at Home
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...
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