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

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Ben’s (not-so) Bold Predictions for 2020

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 predictions for you. I’m not in the game of making guesses per se [I’d rather call them “reasonable assumptions”]. But I share these predictions to… Continue reading Ben’s (not-so) Bold Predictions for 2020

Retirement Planning

Part II: Congress May Have Just Changed Your Retirement Planning

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 changes I shared last week around distribution age and inherited IRAs can affect a broad audience. Below I share changes that I feel affect a smaller pool of… Continue reading Part II: Congress May Have Just Changed Your Retirement Planning

Retirement Planning

Congress May Have Just Changed Your Retirement Planning

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, the rules have just changed based on Congress passing what’s been called the “SECURE Act”. For some, the changes are a big deal and present new and… Continue reading Congress May Have Just Changed Your Retirement Planning

ABCs

7 Year End Financial Planning Considerations

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 maybe you have some year-end items to take care of too? Be sure to make some time for financial planning before turning the page on… Continue reading 7 Year End Financial Planning Considerations