One Year from Retirement? What You Should be Doing to Get Ready
Learn how to make the final year before retirement worry-free by addressing key concerns, from budgeting to benefits.
As You Approach Retirement, How You Save is Extremely Important
In planning for retirement, how you save is just as important as how much you save. Learn how you can save tax-efficiently by diversifying your assets across accounts that are taxed differently.
Are Your Heirs Ready? 3 Lessons to Teach Children About Wealth Now
Steps you can take to help ensure that your wealth helps future generations.
6 Ways to Help You Reach Your Retirement Goals
It’s never too early to start planning for retirement. By setting a strategy— and sticking to it—you can help achieve your goal of financial independence sooner.
Data Breaches are on the Rise: How to Protect Your Personal Information
Learn how to protect yourself from data breaches, and what you can do if your information is compromised.
5 Ways to Save for Retirement…before it’s too late
Are you saving enough for retirement? Read about target savings rates and see our strategies for closing the retirement savings gap so you can achieve financial independence.
Evaluating Where to Retire: Pennsylvania Vs. Surrounding States
The question of where to live in retirement is a very personal decision and the right answer will depend on many factors.
Is Your Vacation Home a Residence or a Rental Property?
Understand how the IRS differentiates between these investments when planning how to use the property personally.
What We Can Learn from the Habits of Wealthy People
Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fascination set me on a lifelong course of studying wealthy and successful people.
Why Optimism Can be Good for Investing
You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.
Are You Due to Reevaluate and Switch Your Car Insurance?
Many advisers recommend shopping your automobile policy every two to three years. There are many factors that could have changed since you began insuring through your current carrier.
5 Keys to Financial Success, Revisited
Johnny Depp was the fifth highest-paid actor in 2016 earning $48 million. Unfortunately, almost all of Depp’s entire $8.7 billion fortune is now gone.
Thinking of Helping Out Your Adult Child(ren) Financially? You Might Not be Helping.
A recent study1 conducted for Northwestern Mutual found one in three Baby Boomers (33%), the generation closest to retirement age, have less than $25,000 in retirement savings.
You Can’t Simply “Will” Your Heirs to Carry on the Family Legacy.
Is a life well-lived measured by the size of our bank accounts and how much property we acquired? Or is it measured by our relationships and the condition of them when…
How the Death of a Spouse Affects Taxes and Retirement Income
Many people mistakenly believe their expenses will be half as much as a widow(er) than as a couple. This is true of some expenses, like food and clothing. However, larger expenses related…
Are Your Online Habits Putting Your Accounts and Identity at Risk?
I’m wondering how many people have returned to their old habits now that the Equifax data breach is not in the news every day. Protecting personal information to avoid identity…
Are You Keeping Up with Your Financial Plan’s Maintenance Schedule?
We all know that regularly maintained vehicles are more reliable, more durable, and have a higher resale value. What about your financial plan? Is a once a year check up on your investment…
How Do You Measure a Life Well-Lived – And How Will Your Children?
Is a life well-lived measured by how much wealth we acquire or is it measured instead by the condition in which we leave our relationships? Leona Helmsley ran a real estate empire…
Roth IRAs
Roth IRAs are a great way to save for retirement. But what if you have more money to contribute than is allowed in a Roth IRA? We’ll provide important retirement savings tips…
How to Deal with the Death of a Spouse From a Financial Perspective
It will come as no surprise that the death of a spouse is consistently listed as one of the most stressful life events a person will face. Death is part of life…