Category: Newsletter

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

CB Lingo Quiz

While we might laugh at the current fads of today (and if you’ve watched an 8-year-old “dab” or a teenager toss a water bottle, it’s laughable), our own fads weren’t much better. This week marks the 40th anniversary of “Smokey and the Bandit” hitting theaters. CB radios were HUGE following this movie, as was CB…
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June 20, 2017 0

It’s Like Junior High All Over Again

Many of my clients have been in their homes for 40 and sometimes 50 years. Most think they will stay in their homes forever like in my condo, where the average age is somewhere between 85 and death. Most of my neighbors have been in the building since the ’70s. What I’ve witnessed over the…
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June 1, 2017 0

The Results Are In: Retirees Are Spending Less

Tired of levitating frogs and determining why pants explode, the eggheads have turned their critical eyes to you, retired persons. More pointedly, how you spend your money. Articles in both the Wall Street Journal and Bloomberg Business this month highlight a growing trend: retirees spending less in their retirement. They have their conjectures why and…
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May 24, 2017 0

Where Are The Jobs Going… And Why?

Have more jobs been lost to production moving overseas, immigrant workers or automation?  While outsourcing and immigration make better talking points on the campaign trail, by most measures it looks like technology & automation are actually doing the most damage.  To that end, Bloomberg put together a phenomenal report this week, pulling data from multiple…
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May 10, 2017 0

Is The Middle of Nowhere Still The Middle of Nowhere Anymore?

My wife and I just celebrated our 11th anniversary on the 27th, and instead of fancy gifts, lately we’ve celebrated by traveling—using our anniversary to visit a bed & breakfast in a unique small town within five hours’ drive. We’ve done Salem, MA (witches!), Cape May (water!), Ocean City, MD (more water!) and Hudson, NY…
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May 3, 2017 0