Inflection Points- Leaving the “Money Game” with Khe Hy and Lou Marchetti
Podcast
Jan 08, 2025
New year, new name: Inflection Points As advisors, we help clients navigate life’s big decisions by asking the right...
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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Financial Planning
Feb 07, 2024
Financial Planning
Feb 07, 2024
In Part I, we discussed the impact our behaviors and mindset have on our finances. Now that we have...
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