The Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, completed its passage through Congress on December 19th,
End of Year Financial Checklist 2019
End of Year Financial Checklist! Seriously? It’s almost Christmas again? Yikes! Before you go and “break the bank” this season, let’s review a few things
Why Term Life Insurance May be the Better Choice for Your Family
Most know life insurance is one way to help secure your family’s financial future against the unexpected loss of your income. However, determining what
Helpful Strategies to Reduce Your RMD
Wondering how to reduce your Required Minimum Distribution (RMD), or what the penalty is for missing it? Stephen C. Detweiler, CFP® discusses some key
Portia L. White, CFP® on Health Savings Accounts
Portia L. White, CFP® talks about the benefits of what she refers to as the “Super Roth IRA” better known as the HSA. You
What You Need to Know About 529 College Plans
Stephen Detweiler, CFP®, shares insights on how to take advantage of 529 educational savings accounts when planning for your future grad! You
Delay Social Security, Not Retirement
Most people think that they can’t retire until they take Social Security. So, when I advise them to delay their Social Security benefit until age
Essentials to Brighten Your Budget
You cannot take control your financial life if you don’t know two basic things: (1) how much money is coming in, and (2) how much
Save a Latte Money
I did a basic calculation this morning… if I gave up drinking my morning grande latte, how long would it take me to lose 8
Financial Aid: Don’t Assume Your Child Won’t Qualify
$250,000 in joint gross income is a substantial sum! Is it too much to qualify for need-based financial aid? Not necessarily. Is a 3.0 high