Blog Articles
Navigating Healthcare Costs in Pennsylvania
Will my savings survive a medical event? This is one of the most common concerns we hear from retirees and those nearing retirement at 1st...
Mid-Year Portfolio Review: Why Central Pennsylvania Wealth Management Matters Before Q3
Why are mid-year portfolio reviews so important, especially this year? Mid-year is when you finally have real numbers after tax season, giving you a clearer...
Can You Outlive Your Money? Solving the 30-Year Retirement Fear
One of the most common questions people ask as retirement gets closer is: Can I outlive my money? The short answer is yes; it’s possible....
What Is the Retirement Red Zone and How Does It Affect My Income Planning?
As retirement gets closer, many people begin to think less about aggressive growth and more about protecting their assets. An important concept that arises during...
Is Your Social Security Still Taxable Under the OBBBA Rules?
If you’re approaching retirement, you may have heard discussions about changes tied to the “OBBBA” (often referred to as the “Big Beautiful Bill Act”) and...
What Should I Do With Multiple 401(k) Accounts From Past Employers?
If you have multiple 401(k) accounts from past employers, you generally have four options: leave the money where it is, roll it into a new...
