PA State Tax Filing Deadline Moved, Office update

In this period of change due to the COVID-19 threat, we have seen how decisions by government officials alter by the hour. As a result of this, after we sent out our announcement on Friday,

A Roth IRA’s Many Benefits

Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a

COVID-19 Office Update, Mnuchin Announces Federal Tax Day Moved

Dear Clients – As we have all seen in the past few weeks the situation with the COVID-19 pandemic has been an ever-evolving situation as our government officials grapple with determining the best approach to

Market Concerns: Your Questions, Answered

Often, God shows the “experts” just how little they know and how poor they are at predicting the future.  Last fall, everyone was concerned about a potential recession. Since then, fears had calmed down and

Insurance Needs for Empty Nesters and Retirees

Thinking about coverage as you enter a new phase.   With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be

That First Distribution from Your IRA

What you need to know. When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum

Debunking Common Retirement Assumptions

Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the

A 2019 Market Review

Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we