financial planning


Means Testing Social Security: What We Know Right Now

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Means testing could take the form of more income taxes, a reduction in benefits, a surtax or some other method.

Every Walt Needs a Roy – Disney that Is

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Walt Disney’s success was in large part due to his brother, Roy. Here’s what Roy and Walt teach us about the client-financial planner relationship.

Are You Keeping Up with Your Financial Plan’s Maintenance Schedule?

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We all know that regularly maintained vehicles are more reliable, more durable, and have a   

What is Financial Planning?

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Financial advisers do more than just evaluating your finances. Learn how they differ from other types of professionals, and find out if you need one.

Variable Annuities: How To Evaluate Whether You Should Keep One

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By Patrick Carney, CFP® Unfortunately, it is not uncommon to meet prospective clients who attended   

Financial Planning for Families with Special-Needs

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It’s important to start early.

DOL Fiduciary Rule: A Step in the Right Direction

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New rule improves investor protection, but more should be done.

Are You Working With an Investment Advisor or a Financial Planner?

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They may appear to be similar but are often very different.

Some Medicare Beneficiaries Will See 15% Premium Hike in 2016

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Roughly 30% of Medicare beneficiaries will be affected.

Four Financial Challenges of Losing a Spouse in Retirement

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For a married couple in retirement, death of one partner can be financially devastating.

A Will Does Not Allocate All of Your Estate Assets

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In many cases there are two separate groups of assets to be addressed.

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