We are finally out of our Kutztown home and officially residents of Lenhartsville, PA. Taking the month of January to strategically move instead of ripping the
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the game change. And for many of my clients
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the least! But I’m still in work mode and
The year is quickly coming to a close. No doubt that you’ll speed through the holidays with busy schedules, parties, shopping and wrapping and hopefully some
My kids love to go to the park. It doesn’t matter which park it is. I’m pretty sure that we’ve visited every community park in the Lehigh Valley this year.
Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this week as a favorite economic commentator
Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever owned anything with someone who wasn’t your
We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients
I recently attended a career fair at Kutztown University on behalf of Haas Financial Group. The event was hosted by KU’s Career Development Center for soon-to
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial planning picture. Many households have
