The 9 Steps to Unlock Your Post-PA School Financial Success
Graduating from PA school is an incredible achievement—and landing that first job is an exciting m...
13 May, 2025
What my 84-year Old Mother Taught Me About Wealth
A few months ago, my 84-year-old mother wasn’t feeling quite right. She had six different phys...
12 May, 2025
Does Rental Income Impact Your Social Security Benefits? Here’s What You Need to Know
According to the Social Security Administration (SSA), 9 out of 10 Americans aged 65 and older recei...
14 April, 2025
Which is best for you – Buying or renting a home?
Deciding whether to rent or buy a home is one of the biggest financial choices you’ll make —...
10 March, 2025
The Real Secret to Financial Success – It’s Not Just About the Money!
Is there a magic formula for financial success? Over half of Americans (52%) believe that the golden...
03 February, 2025
It’s Open Enrollment Time: How to choose your benefits for next year.
What is open enrollment? Typically, you can make changes once a year, unless you have a major life e...
11 November, 2024
Social Security When a Spouse Dies
Losing a spouse is a very difficult experience, both emotionally and financially. One of the things ...
21 October, 2024
Estate Planning Mistakes
Creating an estate plan may seem like a daunting task, but once you’re aware of the common tra...
14 October, 2024
Emotion vs. Fact in Financial Decision-Making
It all began with an article, dated February 15, 2004, titled “Should You Pay Off Your Mortgage or...
07 October, 2024
Upcoming Changes for IRA’s in 2025: What You Need to Know
As we approach 2025, significant changes are on the horizon for Individual Retirement Accounts (IRAs...
30 September, 2024
Life Insurance vs. Disability Income Insurance—What Should Come First?
When it comes to insurance, we all know the basics: Auto insurance? Mandatory. Homeowners insurance?...
23 September, 2024
Market Myths Unveiled: Separating Hype from Reality
Geopolitical Crises: Short-Term Drama, Long-Term Yawn Yes, geopolitical crises can make headlines an...
16 September, 2024
What will Social Security look like when you retire?
Planning for retirement includes lots of considerations, including how Social Security may change ov...
09 September, 2024
How lower interest rates impact mortgage rates and what it means for you.
When the Federal Reserve decides to lower interest rates, it’s like they’ve given the green ligh...
30 August, 2024
Psychological Aspects of Estate Planning
As Benjamin Franklin wisely observed in 1789, “…in this world, nothing can be said to be cer...
26 August, 2024