Lending Money to Family – Making It a Win-Win
Some things in life are widely acknowledged bad ideas, like buying Mom another robe at Christmas (have you seen this SNL...
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A Homeowner’s Nightmare
I saw a video on social media a couple of months ago that jokingly illustrates that “one of a homeowner’s worst...
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Should I Invest When Markets are at All-Time Highs?
When stock markets are hitting all-time highs, we often get asked the question, “is now still a good time to invest?”...
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One Second Everyday
I think turning 40 years old last month got to me a little bit. Not that I “feel old” or sense some sort of “mid-life...
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Riding the Waves: A Tale of 2023's Financial Triumphs and Lessons
2023 was another year full of important lessons for investors as stocks and bonds navigated a very unpredictable and...
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The Recipe for Prosperity: How to Build Health & Wealth
As I approach my 40th birthday, I’ve really taken notice to how my focus in life continues to shift. My 20’s were a lot...
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2024 Gifting Updates
A new year means inflation adjusted gifting limits! Although it may feel like small changes, we wanted to highlight this...
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What Are the New Contribution Limits For 2024 & How Does That Impact Taxes?
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of...
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Holiday Reflection
As we swiftly get closer to the upcoming holiday season, I always take some time to reflect on the current year. This...
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Fun at Knoebels
Each October, Knoebels Amusement Park decorates for their Hallo-Fun weekends with all sorts of skeletons, witches...
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Social Security Cost of Living Adjustment (COLA) Announced for 2024
This year’s announcement of 2024 Social Security benefits and the cost-of-living adjustment (COLA) may have been...
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Education on Rebalancing Portfolios
As we enter the final quarter of 2023, financial markets remain up and down – yet, far less volatile than in 2022. In...
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