SECURE Act 2.0 Written by Erik Schuster, CFP® Financial Planner The new law has something for everyone. From RMDs to student debt, here are the top 6 things you need to know. One of the only guarantees in life is that things will always change. As we look at the new spending bill that …
Budgeting For Health Care in Retirement: If you’re like most Americans, after housing and transportation expenditures, one of your biggest retirement expenses is likely to be health care. But unlike the generation before you, you probably won’t have access to retiree health benefits provided by employers or unions. As a result, you should prepare …
What are your new year’s resolutions? What are your new year’s resolutions? Are you thinking about setting some goals for the new year and working towards making them a reality? Here are some tips to help you get started: 1. Make Your Goals Specific and Concrete: Your goals should be specific enough that they can …
While you’re busy with the hustle and bustle with friends, family, and your community all celebrating the big holidays of Hannukah (Dec. 18-26th), Christmas (Dec. 25th), and Kwanzaa (Dec. 26-Jan. 1st), don’t forget to have some fun with the smaller holidays too! However, the most important thing is to enjoy the season and share that …
America has plenty of holiday traditions each year, but some of them originated in other countries before making their way here. • The tradition of decorating Christmas trees dates back to the Middle Ages in Germany, but a New York woodsman named Mark Carr opened the first Christmas tree lot in the U.S. in …
We are delighted to inform you that we are moving our Fort Washington Office to a new location. Our new address will be located at 500 Office Center Drive, Suite 300 Fort Washington PA 19034. Thanks to wonderful people like you, we have outgrown our current workplace and have found a more modern space that …
Tips to Control Frenzied Holiday Spending If advertisements and commercials are beginning to feature scenes of happy families, clad in brightly colored sweaters, gathered by a fire, surrounded by an assortment of presents, then the countdown to the holidays has begun. Although it may be a joyous time that reunites old friends and distant …
Credit Files: What Do They Really Tell? Many Americans never overspend and take great pride in paying their bills on time. When they apply for credit, such as a mortgage, however, they may discover some shocking news: A credit report indicating seriously delinquent bills. Most individuals never give a second thought to the mounds …
The Nature Of Risk When you invest money, you are putting it at risk — all investments can lose money. The key is to gauge your risk and not put more money at risk than you are willing to lose. This is a relative concept. If you have only $10,000 to invest, then putting …
Earnings Keep Markets Afloat Tuesday, October 25th, 2022 Some dread existed as third-quarter earnings began in earnest last week. However, earnings have been mostly positive, beating low expectations. Better earnings helped markets last week, but anxiety about the economy’s trajectory and the path of interest rates continues to weigh heavily. We are hovering between …
Thrive Market Minute – Earnings Keep Markets Afloat Read More »