Dynamics and Ideas for Aging Clients

We are going to identify some of the random situations and dynamics at play in an effort to help you make smooth transitions through different phases of your life as you age. Wait, hold on…we didn’t discuss that. Recently, as a firm, we have experienced a number of...

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Ten Mistakes to Avoid When Retiring Part 2 of 2

There are no 'do-overs" when it comes to retirement planning, so we'd like to impart some wisdom we've gathered from over our 30 years of professional financial planning. Download / Enlarge: Ten Mistakes to Avoid When Retiring  2 of 2 Download / Enlarge: Ten Mistakes...

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Jack Bogle was a giant who walked among us.

It’s been three weeks since Jack Bogle died.  For those in the Philadelphia area and those with close ties to the financial services industry, Jack Bogle requires no introduction.  But, for many others, Bogle is not a name you might recognize.  But, before I get...

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Ten Mistakes to Avoid When Retiring Part 1 of 2

There are no 'do-overs" when it comes to retirement planning, so we'd like to impart some wisdom we've gathered from over our 30 years of professional financial planning. Download / Enlarge: Ten Mistakes to Avoid When Retiring 1 of 2                          ...

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Tale of the Jackrabbit

Recently we received a call from a financial planning client that we did some work for a few years back.  At the time, we developed a comprehensive financial plan which included a well thought out investment strategy.  The client investment assets were scattered...

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Will you still feed me when I’m 64

Here's what you need to know and the questions you need to ask to be successful when planning for your, or a loved one's later years. According to the Us Department of Health and Human Services, 70% of Americans over the age of 65 will need some form of long-term...

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Ten Mistakes to Avoid When Retiring

You learn a lot over 30 years as a financial advisor.  You see those who make smart decisions with their money and those who wish they could have a “do-over”.  I’d like to impart some of the wisdom that has been gleaned by working with so many different kinds of...

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7 Bricks in a Wall of Worry

The U.S. economy continues to expand into the record book as possibly the longest streak in history.  You can't help but speculate about when it will end. Jay Yoon writes an interesting article that turns market participant hesitation into a positive opportunity, as...

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