Philanthropy at Year End

All you can take with you is that which you’ve given away The journey from Thanksgiving to New Year’s Day is a sprint this year. A dash from expressing gratitude over turkey in November, to giving generously in December, to new beginnings in January. I don’t know of another film that does as good of […]

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hourglass social security timing

Social Security Timing

A study was released that found that 96% of Americans choose the wrong Social Security timing to start their benefits. With the option to begin guaranteed payments as early as 62, more retirees are electing this premature option than should, according to the study.  If someone elects to wait until age 70, for example, they […]

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Allentown office space

We All Need A Plan

It is a fair question to ask your financial advisor if he or she “eats their own cooking.” In other words, do they invest in the same way that they advise their clients to invest? If so, it shows that they have strong enough beliefs about investing to follow their own advice. That would be […]

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