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

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The Impact of Paying it Forward

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.  But the Kutztown Park, our park, is still our favorite.  It’s within walking distance from our house and includes a variety of equipment for all… Continue reading The Impact of Paying it Forward

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5 Considerations When Loaning Money to Others

Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently where I was asked to give advice on how a private loan could work. For the people I work with, their willingness to help a friend or family member is both natural and commendable. I work… Continue reading 5 Considerations When Loaning Money to Others

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Lessons From Ruby: Raising Charitable (Grand)kids

If you watch Good Morning America regularly1, or are an avid Facebook user, you may have stumbled across Ruby Kate Chitsey by now. Her story has gone a bit viral. Ruby is an amazing 11-year old whose story connected deeply with me, not just because I also have an almost 11-year old, but because I’m willing to bet Ruby’s generosity was a learned… Continue reading Lessons From Ruby: Raising Charitable (Grand)kids

Wealth Transfer

7 Gifting Ideas for Your Wealth Transfer Plan

Wealth Transfer Planning 5 of 6 In wealth transfer planning, we often think of how we want to distribute our assets upon death. But what is sometimes overlooked is the opportunity to give assets away prior to death, which, in some cases, may be a better way to meet your goals and objectives. Not only… Continue reading 7 Gifting Ideas for Your Wealth Transfer Plan