Category: Financial Planning

Commentary on financial planning in general and our financial planning approach, Blueprints, in particular.

What is Finology?

What is Finology? The relationship between human beings and money in our society. The relationship between financial market trends and trading behaviors. The relationship between the globalization of financial technology and human behaviors.  I recently read an...

Is Your Estate Plan Up-to-Date?

Is your Estate Plan up to date? Take this simple test to determine if it is. 1. Have You Executed a Will or a Trust? Without proactive planning, you are relying on the Pennsylvania legislature to determine to whom and how your assets will be distributed in the event...