Annual financial review chart: power of attorney, health care directive, long-term care, old accounts, Roth conversion
October 6, 2026

Annual Financial Review: Five Planning Decisions With No Deadline

RETIREMENT By Alex Langan, JD, Chief Investment Officer Langan Financial Group · 7 min read Some parts of a retirement plan arrive with a date attached. Medicare open enrollment runs from October 15 through December 7. Required withdrawals start at a set age. Tax returns are due in April. Other decisions come without a set date. They rarely arrive with...
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Downsizing before retirement is one decision with three questions: whether to move, when to move, and where to go.
August 24, 2026

Should You Downsize Before Retirement? How to Decide If, When, and Where

Consider downsizing before retirement to optimize your finances. Learn how to evaluate the if, when, and where of moving to secure your long-term plan....
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January 12, 2025

New Year’s Financial Resolutions Check Up List

This article was originally published on January 12, 2025. Figures and limits mentioned may have changed. It’s time to take stock of your financial health and set yourself up for success in the coming year. Here’s a comprehensive check-up list to help you prepare financially for 2025: Create and Stick to a Budget Start by tracking your income and expenses...
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You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD) website and, for brokerage registrations, on FINRA's BrokerCheck. This website is for general information only. It is not legal, accounting, or tax advice. Please talk with your own legal or tax professional about your situation. Important information about our firm is on our Disclosures page.

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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