The Benefits of a Roth Conversion for Lehigh Valley Retirees
ArticlesAugust 11, 2026
How a Roth conversion works, why timing matters, and the estate planning flexibility it can offer pre-retirees and retirees in the Lehigh Valley.
What You Need to Teach Your Kids About Money Management
ArticlesJanuary 6, 2023
From a young age, the way you handle money, and the messages you send to your children, are shaping their relationship with money.
Creating Generational Wealth that Lasts
ArticlesSeptember 14, 2022
Generational wealth is often cited as an advantage to help people get ahead, whether it’s a home, business, or investment assets passed down. But did you know 7 in 10 families lose their wealth within one generation, and 9 in 10 families lose their wealth within two?
403(b) vs. 401(k) Benefits: What You Absolutely Need to Know
ArticlesAugust 25, 2022
Retirement plans offer great benefits, but they are not created equal. Until the 1980s, most employees could count on "defined benefit" (DB) pensions. That all changed with the advent of the 401(k) and other "defined contribution" (DC) plans.
17 Retirement Mistakes to Avoid at All Costs (That You Are Probably Still Making)
ArticlesJuly 25, 2022
Retirement Mistakes to Avoid
Changing Jobs or Starting a New Career? Consider These Expert Tips First
ArticlesJuly 21, 2022
Starting a new career or changing jobs can be stressful. Learn expert tips from a financial advisor specializing in helping job changers. Congratulations! You’ve decided to change jobs or begin a new career. Or perhaps, the decision was made for you? Either way, the weeks or months it takes to move from one employer to
7 Nasty Investor Mistakes to Beware in Down Markets
ArticlesJuly 8, 2022
Financial professionals weigh in on the worst mistakes they see investors making, and what to do instead Bear markets are an extraordinary opportunity — for both good and bad outcomes. I’ve already written about the positive aspect of this sort of opportunity, but this time I want to concentrate on some of the nastier
Why the Market Crash May Actually Bring Surprising Blessings
ArticlesJune 27, 2022
Sometimes, scary circumstances may end up helping us far more than we expect… As of this writing: The S&P 500 index is 22.9 percent off its January 3 peak (having slightly increased last session from -23.1 percent), officially in bear market territory. The NASDAQ Composite Index is worse, off its peak by 32.9 percent. Even the
3 Powerful Reasons Stocks Are Becoming a More, Not Less Compelling Asset
ArticlesJune 16, 2022
Yes, it’s a bear. As of the 6/13/2022 close, the S&P 500 lost over 20 percent of its value since its 1/3/2022 peak (-21.6 percent at the recent low, recovering slightly to -20.5 percent as of this writing). If you’re thinking you’d best pull your money out of the stock market (or have already