October 2026 Market Recap
Market CommentaryNovember 6, 2026
Read the October 2026 Market Recap, covering stock market performance, economic growth, inflation, and the housing market.
What to Do With an Inheritance: A Planning Guide
ArticlesNovember 3, 2026
What to do with an inheritance: a calm sequence of planning questions on taxes, retirement accounts, and when to involve a CPA or estate attorney.
Pennsylvania Inheritance Tax: Rates and Rules (2026)
ArticlesOctober 30, 2026
Does Pennsylvania have an inheritance tax? See the rates for spouses, children, siblings and others, what is taxed, and the filing deadlines.
How Much Does a Financial Advisor Cost? A Plain Guide
ArticlesOctober 27, 2026
How financial advisors are paid, what drives the cost of advice, and the questions households in this area may want to ask before hiring one.
Does Pennsylvania Tax Retirement Income? 2026 Guide
ArticlesOctober 22, 2026
Does Pennsylvania tax retirement income? How the state treats Social Security, 401(k) and IRA distributions, Roth conversions, and investment income.
Inflation and Retirement Planning: Trends and Strategies
ArticlesOctober 20, 2026
How U.S. inflation has behaved since 1914, where it stands today, and the trade-offs of common strategies for retirement planning and investing.
Physician Retirement Planning in the Lehigh Valley
ArticlesOctober 16, 2026
A guide to retirement timing, employer plans, and tax planning for physicians and hospital staff in the Lehigh Valley, with IRS and SSA figures dated.
Financial Planning for Early Retirement: Lehigh Valley Guide
ArticlesOctober 12, 2026
A planning guide for leaving work before 65: bridging health coverage to Medicare, when accounts may be reachable, Social Security trade-offs, and taxes.
Financial Advice for Widows and Surviving Spouses
ArticlesOctober 10, 2026
A calm guide to what cannot wait and what usually can after losing a spouse, covering Social Security, accounts, rollovers, and taxes in the Lehigh Valley.