Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
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.
Invest in You – Art, Bark & Meow 2024!
The Invest in You “Art, Bark & Meow” event on Oct. 29, 2024, was a purr-fectly enjoyable evening, thanks to...
Sifting Through the Noise – September 2024
Big News!!! On June 24th, 2024 my wife and I welcomed our beautiful twin girls, Blake and Ainsley, into this...
Donate to Support Folds of Honor
AM790 WAEB hosts 15th annual radio-thon : Thursday, 9/5/2024 – Wednesday, 9/11/2024 Folds of Honor provides scholarships to fallen and...
Sifting Through the Noise – April 2024
Happy Spring! Luke’s first T-Ball practice & Logan looking too cool for school! Decisions, Decisions Every day we are faced...
Support Elaine Zelker and the Leukemia Lymphoma Society – Visionaries of the Year
We’re so honored to support our dear friend, Elaine Zelker, and her efforts to raise funds for the Leukemia Lymphoma...
March Q&A
Has My Advisor Led Me Astray? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13 for the newest episode...February Q&A
How Do I Know You’re REALLY A Fiduciary? Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13...January Q&A
I Have Anxiety Over Managing Our Finances Alone… Join Gene, Jon and Megan Thursday nights at 7:00 on BRC TV-13...
Merry Christmas! And a Healthy, Happy, Prosperous 2024!
From our More than Money family to yours, we wish you the Merriest Christmas season and a healthy, happy, prosperous...