About Us

Let’s Get Back To Financial Planning: CARES Act Highlights

Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial planning opportunities a bear market and the CARES Act present. There’s so much to talk about starting with focusing on the things we CAN control and that directly impact the path you are taking in pursuit of your financial… Continue reading Let’s Get Back To Financial Planning: CARES Act Highlights

About Us

The Markets Aren’t Confident, But We Are

No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. We are seeing it on financial statements already, reading scary headlines, and feeling the anxiety and stress of the unknown. But while markets are facing… Continue reading The Markets Aren’t Confident, But We Are

About Us

The “Next Smallest Action” Formula

I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone looking to start his own business while already working full-time, a young man who recently changed careers but also with a new baby, she unexpectedly lost her father and needs to settle the estate, he wants… Continue reading The “Next Smallest Action” Formula

About Us

5 Financial Lessons from the Haas Family Relocation

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 band-aid all at once sounded like a great idea when we bought the house in Greenwich Township. But that 1/31/2020 deadline loomed large on us last week as there… Continue reading 5 Financial Lessons from the Haas Family Relocation