Achieve a Higher Understanding

The connection between your life and your wealth can be complex, which is why we spend the time to simplify concepts and break down trends and terms so you gain more insight into your financial picture. With this education, we hope to provide you with a detailed glimpse into how you can effectively utilize your wealth to your advantage so every decision gets you closer to where you want to be.

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The Plan That Could End Your 401(k) As You Know It

April 29, 2016

There is a new retirement proposal in the mix that could potentially turn our current nationwide system on its head. If this proposal gains momentum, it could mean huge implications for the future of the retirement system. Hamilton “Tony” James, president of private equity giant Blackstone Group, and liberal leaning economist Teresa Ghilarducci have recently proposed a new plan for retirement savings, and it completely abandons the current 401(k) layout that has affected the lives of millions of Americans across the country.

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The Wall Between Presidential Candidates & Small Business

March 31, 2016

I recently attended a luncheon at The Union League of Philadelphia as part of The Committee To Unleash Prosperity featuring hosts Dr. Arthur Laffer, Steve Forbes, Larry Kudlow and Steve Moore. Among the bipartisan audience was Pennsylvania’s Republican leader Bob Asher and George Norcross, Democratic Party leader in New Jersey.

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How to Navigate New Social Security Laws

March 30, 2016

Baby boomers face a laundry list of complex, often confusing, always important retirement decisions: determining the best way to end their careers, planning for a change in cost of living, managing the ups and downs of investment portfolios, making the right health care selection, and so on. In fact, even Social Security, which has long been one of the most stable income streams for seniors, has become increasingly complicated.

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Will The Election “Bern” or “Trump” Retirement Accounts?

March 25, 2016

Even as they flock to primary polls to vote for non-mainstream presidential candidates like Donald Trump and Bernie Sanders, Americans are voicing concerns over the direction and tenor of U.S. politics.

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What’s Your Client’s Real Question?

February 26, 2016

This week we interviewed Steve Cordasco, founder of Cordasco Financial Network, a wealth planning and investment management firm based in Philadelphia, Pa. Cordasco recalls a time he helped a client by addressing the emotional need underneath a technical question.

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It Takes a Family to Plan a Retirement

September 3, 2013

It is no secret that we have an aging population: Each day 10,000 baby boomers turn 65 and start collecting Social Security and Medicare benefits. This trend is expected to continue for the next 19 years.

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