Retirement: Dreaming Is Okay, But Realistic Planning Is Better

Retirement: Dream It, Plan It

By: Tammy Kraig, CFP®     We’re all aware of inspiring adages such as, “Follow your dreams and the money will follow," or, “Anything you can imagine, you can do,” or, “Reach for the highest star.” While it is important … [Read more...]

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Your House Is Your Home, Your Castle and Your Refuge

Can You Emotionally Detach Yourself from Your Home?

By: Rick Kahler, CFP® Your house is your home, your castle and your refuge... that is, until the time comes to sell it. Then it becomes a commodity in the public marketplace. Once you put something up for sale, it doesn't belong to you anymore. … [Read more...]

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The Gardener’s Guide to Growing Money Slowly

The Gardner’s Guide to Growing Money Slowly

By: Tammy Kraig, CFP® After a hard winter for most of the country, spring is beginning to sprout. Here in the Philadelphia region, the green tips of daffodils are just beginning to push up through the moist, cool soil. White snow drops and purple … [Read more...]

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The Money Game (And How to Win It)

How to Win the Money Game

By: John Buerger, CFP® Right now, you are playing in the biggest, most important game of your life. How are you doing? That game is "The Money Game" and you're in it because you are making financial choices each and every day. You can't opt … [Read more...]

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3 Ways to Boost Your Social Security Benefits

How to Increase Social Security Benefits

By: Tammy Kraig, CFP® As many Americans know, you can retire and start collecting Social Security benefits anytime from age 62 to 70. Most people start collecting right away at age 62. But what many people don't know is that you can raise your … [Read more...]

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How to Tackle Money Issues between Unmarried Partners

Couple hugging home

By: Rick Kahler, CFP® It used to be called "living in sin." To Dr. Laura Schlessinger, it's still "shacking up." Living together without being married was once seen as defying society's conventions. It was daring, rebellious and simply not done … [Read more...]

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5 Out of the Box Ways to Make Money for Retirement

seniors-learning-teaching

By: Joel Ohman, CFP® Much is said about saving for retirement and paring down expenses while retired to arrive at a workable budget planner during one's retirement years. But, not a whole lot is said about the other side of the coin when it comes … [Read more...]

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Building a Financial Foundation to Help Weather Life’s Storms

walking-in-a-blizzard

By: Heidi Davis, CFP® You’ve probably seen recent headlines like, “More Snow Storms Expected to Hit Parts of the U.S.” Life can be unusual and unpredictable, just like our weather! An emergency fund, such as a savings account, can be a … [Read more...]

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What “Guaranteed” Really Means in Personal Finance

guarantee-seal

By: Rick Kahler, CFP® When you hear, "It's guaranteed," what do you think of? Safety, reliability or predictability? Certainly these can all describe a guarantee. However, another side to any guarantee often isn't immediately visible. A … [Read more...]

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Your New Year’s Financial Resolutions; One Small Bite at a Time

key-to-success

By: Kevin Worthley, CFP® One of the annual rituals around the holidays is a list of New Year’s Resolutions or “how I’m going to change my whole life around to be a better person.”  These promises usually involve breaking habits we know … [Read more...]

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