assets


The Benefit of Asset Consolidation

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Do you need more than one adviser?

Should You Consider Donating Appreciated Assets This Year?

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It offers a creative option for donors.

Should You be Rebalancing Your Portfolio Now?

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There are roadblocks to rebalancing.

What Happens if You Die Without a Will?

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This summer Gettysburg celebrated the 150th anniversary of one of the greatest battles in the   

Estate Planning Options for Parents of Minor Children

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Parents of minor children face the question of what to do with their assets through   

Is 2012 the Year to Harvest Tax Gains?

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Harvesting gains is similar in some ways to harvesting losses.

What Qualifies as a Capital Asset?

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All capital gains are reportable and subject to tax.

Go Get Your Stock

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Don’t lose track of your assets.

Permanent Tax Savings from a Temporary Tax Law

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An opportunity to move wealth out of a taxable estate during the next two years

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437