Category: Newsletter

Retirement, Income, Tax & Estate Planning.

Young Americans Living With Parents At A 75-Year High

I was over at Jeremy’s house for New Year’s last month. As I drove through his young, trendy neighborhood, I noticed how relatively peaceful and quiet it was on what was a traditionally raucous night. And as I looked around, I saw a lot of construction… and a lot of finished houses with well-worn “For…
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February 2, 2017 0

Making New Decisions Based On New Information

You may know me as the office nerd, but I can usually be counted on to be the calm, collected level-headed member of a group. Sadly, the former supersedes the latter if my Internet connection is spotty. And so it goes, the Internet in my house had gotten VERY spotty – and I have a…
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January 19, 2017 0

Will Inauguration Day Impact The Markets?

I’m writing this column early Wednesday morning knowing this will hit your inbox two hours before the inauguration of our 45th president. I love the peaceful and dignified manner in which power changes hands in the U.S. and congratulate Mr. Trump on assuming the presidency. Lord knows there are many problems both home and abroad…
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January 19, 2017 0

New Year, New Laws… News You Can Use

by Nicholas Hamner, Esq. Director of Marketing You may have heard that Pennsylvania has a few laws coming into effect in 2017.  Most of the news reports just mention that the laws are coming in – no one really dug in to see why.  So I did.  Read on! No More License Plate Stickers The…
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January 4, 2017 0

This Is A Landmark

When the pilgrims reached Plymouth Rock way back when, do you think they knew busloads of elementary school kids would travel there every year just to stand where they did?  Or were they just happy to see land?  As we near the end of 2016, we wrap up one of the single-most tumultuous years in…
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December 28, 2016 0

The Economy’s Hidden Problem: We’re Out Of Big Ideas

The rally continues.  Wow… what a run.  Many stocks are at their 52-week high as the DOW JONES INDUSTRIAL AVERAGE becomes friends with 20,000.  How long until 30,000?  While I like the Dow, following the S&P 500 makes more sense as the Dow covers just 30 stocks and the S&P covers the 500 largest companies…
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December 15, 2016 0

Come Sail Away

When we talk elder planning, one of the hot topics is the cripplingly high cost of long-term care.  Depending on which site you use, the national average for long-term care is just under $10,000/month.  In Philadelphia, the number is creeping closer to $11,500/month.  And what do you get for your $11k?  A quiet room on…
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December 8, 2016 0

GDP Growth & Tax Cuts

With President-Elect Donald Trump putting together his team, much talk is centered around the 282 campaign promises Trump made on the campaign trail.  Many of them centered on growing the economy and cutting taxes. We know that all politicians make campaign promises they can’t fulfill so none of us will be surprised if the same…
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December 8, 2016 0

Don’t Look At Your Portfolio!

Again the markets have been on a roller-coaster ride over the past 10 days. A few market analysts say the market is tracking the polls. For whatever reason, Wall Street seems to feel Hillary is a safer bet so when the polls started closing and Trump was edging past her, the market went down. After…
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September 28, 2016 0

Are You Being Nudged By A Noodge?

If all the psychological talk lately has your mind racing, you’re going to love this one.  Did you know that most folks that have trouble saving are affected by two “cognitive biases”?  Not a fan of $5 words?  Think of a “cognitive bias” as a bad behavior our brain is pre-configured to do. This all…
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July 26, 2016 0
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