Insights

When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors, seasoned and new.   It’s important to remember that market volatility is nothing new. If you’re working with a financial advisor, your financial plan …

Get ready to tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines. Download the checklist today to get started.  

The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …

Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …

If you’re approaching retirement and call Pennsylvania home, or are considering it, chances are you’ve been keeping an eye on the rising cost of living. Maybe you’ve even Googled questions like “Is Pennsylvania affordable to retire in?” or “How much do I need to live comfortably here?”

Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.

When we talk about the impact of the housing market, most people immediately think of mortgage rates or home affordability. But what about retirees who own their homes outright? If you’re mortgage-free, you might think you’re insulated from housing market shifts—but the reality is more complex.

In today’s financial landscape, one question continues to weigh heavily on the minds of economists, investors, and everyday Americans alike: What will the Federal Reserve do next with interest rates?

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …

As we move through the second half of 2025, a handful of key financial trends are shaping decisions for investors, retirees, and families alike. Staying informed—and planning accordingly—can help you navigate uncertainty with confidence. Here are some of the most important topics to keep an …

Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …