Smart College Planning

Just having a 529 plan for your child or grandchild might not be good enough. The advantages of saving in a 529 plan are well-known insofar any investment gains would not be taxable when withdrawn for qualified expenses. In Pennsylvania, deposits to a 529 plan are...

2022 Invasion of Ukraine’s impact on Markets

What will the effects of the Ukraine invasion and its sanctions be on the US Economy? As you might have expected, the fierce resistance the Ukrainian people surprised most of the prognosticators. The original expectation of another version of the six-day war has not...

Life and Financial Planning for Retirement

Thinking of Retiring? Life Decisions are as Important as the Financial Decisions When a person asks me about retiring, we generally are addressing the financial aspects of the retirement equation. Using our Goal Planning and Management software, we are able to...

What’s Next for the Pandemic?

The Pandemic continues to draw headlines. Each time we make decisions about our ongoing situation, something changes and we need to re-evaluate. Do we continue to wear masks? Can we ever plan a vacation? Should we attend a party? When will refreshments be returned to...

What is Going to Happen with Covid?

The Covid pandemic is affecting us in so many ways. Should we plan vacations? How about big weddings? When will this all end? I have been following this issue since we first learned about it. I cannot say that all my predictions have come true. The vaccine came out a...