Milestone Ages – 55
Age Based Planning
Oct 16, 2024
You turned 50, blinked, and now you’re 55. Another reminder that retirement is getting closer and another age that...
Financial Planning
Mar 20, 2024
Financial Planning
Mar 20, 2024
Spring is a great time of year. The weather is improving and people are finally able to get outdoors....
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Community
Mar 13, 2024
Community
Mar 13, 2024
We were excited to continue as a sponsor of the St. Patrick’s Day Parade in Scranton. Our own Jude...
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Retirement
Mar 06, 2024
Retirement
Mar 06, 2024
This is the time of year where we get a handful of calls asking us for ideas on lowering...
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Podcast
Feb 29, 2024
Podcast
Feb 29, 2024
About our guest For fans of the show Billions, Devin Martin has been called “the real-life Wendy Rhoades”. He is the...
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Financial Planning
Feb 21, 2024
Financial Planning
Feb 21, 2024
In our Foundations of Financial Planning Series, we have discussed the importance of becoming familiar with your thoughts and...
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Financial Planning
Feb 14, 2024
Financial Planning
Feb 14, 2024
In Part I of this Foundations Series, we outlined the importance of gaining a better understanding of our emotions...
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