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Blog

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.

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Words Are Powerful Tools For American Freedom – July 2022

America – despite what some may claim – has evolved significantly from the days of our founding fathers.  They were wise enough to put into place a system to do… Read Article

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Real Life Questions – Real World Answers – July 2022

“I am a divorced 53-year-old lady and inherited an IRA from my aunt (she passed in Dec 2020). It is currently invested in Pacific Life Annuity (Pacific Innovations Select). In… Read Article

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Invest in You – Laughing At My Nightmare 5k 2022!

Thank you so much to everyone who joined us for the LAMN 5k with Invest in You. We had a wonderful turn out, bearably humid weather and got some great… Read Article

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Let’s Stay in Sync with Alyssa Young – June 2022

Market Downturn Strategies, Give the Gift of Investing, Join Our 5K on July 13 We’re Securing Your Safety Harness The Steel Force roller coaster at Dorney Park is an exhilarating… Read Article

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Words Are Powerful Tools For American Freedom – June 2022

Gene Dickison has been blessed with decades of inspiration and information from some of the greatest thinkers of the past and the best minds of our current age.  So many… Read Article

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Real Life Questions – Real World Answers – June 2022

“I would like some information on annuities. I'm 60 and just retired from the Philadelphia fire department. I would like to invest about $100,000 into something really safe.” Safe investments… Read Article

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Invest in You – Four Paws & Full Hearts 2022!

We had a great time at "Four Paws & Full Hearts" and hope you did too! Thank you for your generous donations of animal supplies, food, toys and of course,… Read Article

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Spiritual Wellness Spotlight – June 2022

MtM Financial Advisor, Alyssa Young, wrote this column for publication in the June 2022 Holy Cross Lutheran Church newsletter. Leaving a Legacy Discipleship Tools There are countless ways to support… Read Article

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Words Are Powerful Tools For American Freedom – May 2022

Deepak Chopra is a well-known physician and philosopher who has had a profound impact on my life and the lives of (perhaps) millions.  I encourage you to engage with him… Read Article

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Real Life Questions – Real World Answers – May 2022

“I am 65 years old. My wife is 61 years old. I’m looking to plan an income stream upon retirement at age 66 & 1/2. Advice?” Certainly. You are (as… Read Article

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