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The Impact of Paying it Forward

My kids love to go to the park.  It doesn’t matter which park it is.  I’m pretty sure that we’ve visited every community park in the Lehigh Valley this year.  But the Kutztown Park, our park, is still our favorite.  It’s within walking distance from our house and includes a variety of equipment for all… Continue reading The Impact of Paying it Forward

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Financial Planning Is Less Math and More Like A Rorschach Test

Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this week as a favorite economic commentator of mine referenced it in his weekly post. It spoke to me as more and more people have been asking me “what I think about markets” and how things will… Continue reading Financial Planning Is Less Math and More Like A Rorschach Test

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Are You Willing to Accept the Certainty of Uncertainty?

Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver in trade negotiations? Who has grand insight into the Federal Reserve’s next steps? Crystal ball on this next election cycle and on what an inverted yield… Continue reading Are You Willing to Accept the Certainty of Uncertainty?

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5 Considerations When Loaning Money to Others

Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently where I was asked to give advice on how a private loan could work. For the people I work with, their willingness to help a friend or family member is both natural and commendable. I work… Continue reading 5 Considerations When Loaning Money to Others

ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50