Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.
Stay Optimistic and Focusing on What Matters As we begin to transition seasons from spring to summer and excitement is in the air with warmer weather, high school and college… Read Article
The world seems crazy. Fact. But . . . the world has always been crazy. In different ways, for different reasons, but crazy. And the more we focus on the… Read Article
My Apologies – Kind Of You might notice that this edition of our newsletter is our April/May edition. You might – quite rightfully – ask why two in one? The… Read Article
I (Gene, that is) am as concerned/disgusted with Washington D.C. as are most of you. I suspect the folks who are not concerned (or even approve of the politicians in… Read Article
“I have about $100k in a fund bought in the ‘90s at $20 - $30 per share. For the past several years it’s been hovering around $80 to $100 per… Read Article
Once again, the Invest in You ladies have blown us away with their generosity—and this time, with their dance skills, too. We had fun doing Zumba together March 27, 2023.… Read Article
Mike Dooley is a very interesting writer and creator of Notes from the Universe. While his style is very 21st century most of his thoughts are grounded in the Creator. … Read Article
“I really like your show and this is my second question to you. I think the inheritance tax in PA is 15% for non-relatives. Can someone who is leaving their… Read Article
Reflections As most of you already know, I joined the MtM family in January after about seven and half years with Fidelity Investments. In my short time so far, I… Read Article
Does this letter find you a little sad? Maybe a little down? Maybe feeling a little blue? Depressed? Discouraged? Is it the winter blahs? Not likely. It is likely the… Read Article
