February 14, 2024
Navigating the challenges of a stock market characterized by rapid fluctuations requires a strategic mindset that acknowledges the inherent uncertainty. While stock market volatility may be unsettling, it does not have to discourage investors, rather, it can be seen as a catalyst for informed decision-making and potential growth. What is Market Volatility? Volatility denotes rapid price shifts driven by various...
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January 29, 2024
Maximize Your Savings: Understanding 2024’s New Higher IRA and 401(k) Contribution Limits
In the ever-evolving financial landscape of retirement savings and tax provisions, 2024 brings promising news for individuals planning for their future. The annual adjustments due to the cost of living have ushered in increased contribution limits for IRAs and 401(k) plans, offering enhanced opportunities for individuals to bolster their retirement funds. What are the 2024 IRA Contribution Limits? Last year...
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January 18, 2024
10 Things to Consider Before You Make Investing Decisions
In a world of financial opportunities and pitfalls, the investing decisions you make for your hard-earned money can be a significant step toward building a secure and prosperous future. Whether you are an experienced investor navigating the ever-evolving landscape of financial markets or a novice taking your first foray into the world of investments, the decisions you make can profoundly...
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January 11, 2024
2024 Financial Literacy Law: Mandating Financial Education in Pennsylvania Schools
Pennsylvania’s recent legislative mandate, requiring financial literacy courses in both public and private schools, marks a significant stride towards equipping teens with beginner financial literacy skills. This emphasis on financial education underscores its pivotal role in enabling effective money management and steering individuals away from debt pitfalls. “We are excited to see Pennsylvania enact this legislation. Often times, financial literacy...
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November 1, 2021
A Smarter Way to Reward Your Best Employees
One of the biggest issues companies face is retaining their best employees. Benefits such as maternity leave, lengthy vacation, group retirement plans and healthcare have come to be expected, but they are costly and do not always keep great employees for the long-term. Is there a better option? Rewarding Your Achievers When you increase the types of benefits mentioned above,...
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October 8, 2021
Stop Holding all Your Company’s Value!
So, you’re thinking of selling your company and you think you know what it’s worth. Do you know where your company’s true value is derived from? This is a very simple question that most business owners get miserably wrong. Where the True Value Lies Most owners believe their success comes from the quality of service or product. Or they will...
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June 24, 2021
Four Reasons Strategic Planning Can Up Your Business Success
Strategic planning is not a new concept to business owners; however, it is an activity that is constantly put on hold by many of us. The tendency to get caught in the details rather than the big picture is a trap. It impacts our growth opportunities, increases our stress, and makes the day longer. Below are the four ways that...
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April 2, 2021
Common Misconceptions of Employee Benefits
Every business owner knows a horror story about key employees. Some employees are poached by competition, leave and take coworkers or clients with them, or have held the business sale hostage, renegotiating their compensation packages right before the sale finalizes. With our economy growing so quickly, golden handcuffs are more important than ever to retain and attract key talent. What...
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April 2, 2021
What is the Difference between Traditional and Roth Tax Deferring Accounts?
Retirement vehicles come primarily in two forms Traditional and Roth. These are most commonly found in IRAs (Individual Retirement Accounts) or 401(K)s. They are both tax-advantaged vehicles designed for long-term savings and investments, to help people plan for their long-term goals, such as retirement. Each type of account has its own advantages and disadvantages. The right account for you will...
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April 2, 2021
Identifying Waste Within Your Company’s Operations
Identifying waste within your company’s operations is harder than one would expect. After following the same process and procedures for months or years at a time, we do not always see the bottlenecks as we are so use to the current methodology. Lean Sigma Lean Sigma methodology helps companies increase their bottom line by reducing Muda, the Japanese term meaning...
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Camp Hill, PA Financial Planning Office
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Harrisburg, PA Office
Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880
York, PA Office
Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085
