Category: Newsletter

Retirement, Income, Tax & Estate Planning.

The Markets STILL Don’t Care Who Wins

A few weeks ago I penned an article titled “The Markets Don’t Care Who Wins”. I discussed the correlation, or lack thereof, between presidents and stock market returns. As the election draws closer these discussions invariably pick up momentum, and so do the news articles. Last week I came across an article titled “Presidents don’t…
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July 30, 2020 0

Simplify, Simplify, Simplify

by Marlene Stocks Owner, Senior Transition Services Henry David Thoreau’s advice from “Walden”, the well-known book first published in 1854, reflects the author’s goal of simple living, that could easily be viewed as a contemporary mantra. We routinely stumble across the concept of “simplify”. Simplifying one’s life often appears on New Year’s Resolutions lists. Millennials,…
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February 21, 2019 0

Insurance During Life, or Life After Insurance?

Few people enjoy a conversation about life insurance, yet it can solve a host of concerns for folks. Life insurance can be an option for legacy planning, caring for special needs children and grandchildren, helping pay for long term care, or spousal income replacement. Here are some important things to consider as you work through…
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May 3, 2018 0

Amazon or Scam-azon?

On Easter Sunday we again saw the President go after Amazon.com. Much has been written about Amazon lately, especially as more and more retailers close brick & mortar locations. The President’s tweets, however, were in response to the supposed “bad deal” the e-retailer had struck with the Post Office (USPS) and how it was a…
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April 5, 2018 0

A Review Of The First Quarter 2018

I know it hasn’t been fun and I know most of us have had our share of roller coaster rides over the years, but it feels like we’re on a ride again. The first quarter of 2018 saw a return to what we can consider “normal” levels of volatility, after a period of historic low…
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April 5, 2018 0

What Not To Buy For The Holidays

We’re in the middle of the holiday season, which means plenty of folks—myself included—are out shopping for gifts and looking for deals. And since everything seemingly is on sale, now is a great time to buy things for around the house… right?   Wrong, apparently. Kiplingers put out an article recently on products you should…
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December 14, 2017 0

Find The Savings:
Deregulated Electrical Rates

It’s been 20 years since Pennsylvania deregulated electrical utilities. Since then, you’ve likely been bombarded with companies offering to lower your power bill, either from commercials, online ads, or strange men with clipboards showing up at your doorstep. Is the switch worth it? I dug in to see. Depending on who you ask, I either…
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September 29, 2017 0

Making Preparations That You’d Rather Not Make

My daughter started kindergarten this week. She could not have been more excited. Facing private school tuition, an intolerant bus service, and a subsequent change in both after-school care plans and our morning routine, my wife and I were decidedly less enthused. Anticipation of the added pressure aside, neither of us were prepared for one of the…
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September 14, 2017 0

Getting Your Mind Right For Retirement

I have plenty of folks coming through my doors who are more than ready to quit their jobs. They’re ready to drop the day-to-day routines of rush hour traffic and 9-to-5 office politics, and leave the office behind. But while a lot of folks are ready to ditch work, they’re not ready for the mental…
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August 9, 2017 0

Will “It” Happen To You?

By Matt Sussman, CLTC American Insurance Planners, Inc. How many times have you said that “it” is not going to happen to me? I know I have, and all of a sudden, “it” happens. Does this behavior stem from denial? Lack of being prepared? Maybe a little bit of both? Well, let’s talk about “it”…
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June 29, 2017 0
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