Connected in the Lehigh Valley

04/12/2021

https://www.cnbc.com/2021/04/11/how-to-handle-complicated-rules-for-inherited-401k-or-ira.html

Due to 2019 legislation, your options for handling an inherited 401(k) or IRA now largely depend on your relationship to the person who died.

04/08/2021

https://www.investopedia.com/ask/answers/05/waitingperiodroth.asp

07/13/2020

While nobody knows exactly what we can expect from the stock market, here is what the U.S. economic recovery trend could potentially look like.

Although we see U.S. markets recovering, many believe the initial market rally had everything to do with the Fed intervention and not earnings. According to ...

07/09/2020

https://www.facebook.com/135624143241052/posts/1953390404797741/

Tax refunds can be a significant source of emergency cash, especially at a time when households' finances are pinched. A few unfortunate taxpayers have been waiting since this spring to get their money back.

07/07/2020

Do's and Don'ts for Covid-19 Era.

The personal finance guru has tips on being smart with your money in the current crisis.

06/24/2020

Do you know the answer to this financial question?

06/16/2020

Here's your financial word of the day!

06/15/2020

American Retirement Institute Webinar!

Tuesday @ 10:30am
Tuesday @ 6:30pm

What you need to know in retirement.
Baby Boomer Basics

New federal tax codes and standard deductions
Estate planning
Social Security
Retirement income
Health care, long-term care, and life insurance
Financial tools

Please call to register 610-440-1700

05/14/2020

With the coronavirus in effect, Frank and Nick talk about working virtually and getting your house in order for the next bear market.

With layoffs happening all over the country, some major companies are suspending matches on employees 401k's.

In this financial downturn, should you keep investing?

Listen here:

‎Business · 2020

05/08/2020

"Interactive" webinar, Tuesday May 12th @ 10:30am and 6:00pm. Also, May 14th @ 10:30am.