August 21, 2020 at 7:56:48 PM

How Do Presidential Election Outcomes Impact Stock Market Returns?

Clients have started occasionally asking if changes should be made to their investment allocation in anticipation of the upcoming...

July 13, 2020 at 1:09:31 PM

Does PA Tax Retirement Income?

Navigating Pennsylvania's Retirement Income Taxes: Your Guide to Financial Peace of Mind Does Pennsylvania tax retirement income? Is...

July 12, 2020 at 1:45:13 PM

Protecting Assets from Long Term Care Costs in Pennsylvania

How do you protect assets from potential future long-term care and nursing home care costs? This article discusses several techniques to...

July 12, 2020 at 1:19:43 PM

What is a Retirement Financial Advisor?

A retirement financial advisor, also sometimes referred to as a retirement planner, is an advisor who is specially equipped to provide...

July 13, 2020 at 11:21:33 PM

Retiring in Pennsylvania vs. Florida vs. South Carolina

This article compares retiring in Pennsylvania with two other popular retirement destinations for Pennsylvanians: Florida and South...

July 12, 2020 at 2:40:21 PM

Where Can I Find a TSP Advisor?

This article outlines a process to find a certified financial planner to design a TSP allocation that makes sense within the context of...

July 12, 2020 at 1:37:54 PM

How to Minimize Pennsylvania Inheritance Tax

Minimizing Pennsylvania Inheritance Tax: A Short Summary How can you minimize Pennsylvania inheritance tax? This article discusses...

July 12, 2020 at 1:07:09 PM

What Does a Financial Advisor Do?

What do financial advisors do? This article was written from our own retirement planning experience. What a financial advisor does will...

July 13, 2020 at 1:54:41 PM

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...

July 12, 2020 at 2:26:25 PM

Time to Retire? Rolek Retirement Planning Survey Results

Time to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our...

July 12, 2020 at 1:23:49 PM

What is the Best Medicare Supplement Plan in Pennsylvania?

What is the best Medicare Supplement Plan in PA? This article discusses why enrolling in a Medicare Supplement Plan is important, when to...

July 12, 2020 at 9:01:34 AM

2 Questions to Ask a Financial Advisor

Two simple questions can help you identify a financial advisor who will be an asset and, very importantly, protect you from those who...