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Financial Resolutions 2019

New Year’s Financial Resolutions

New Year’s Financial Resolutions Roof Advisory Group wants investors to start thinking about their financial resolutions for the New Year.…

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Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary

Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary Jargon is typically thought of to increase the efficiency and…

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financial planning concerns

Women Face Unique Financial Planning Challenges

Article Published in The Central Penn Business Journal By: Bradley R. Newman, CFP® and Bryson J. Roof CFP® Women face…

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ask your financial advisor

Vital Question to Ask Your Financial Advisor

The financial industry is filled with jargon that can leave the consumer feeling overwhelmed and sometimes even misled. It is…

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What Human Advisors Do That Robo Advisors Can't

What Human Advisors Do That Robo Advisors Can’t

  There are various attractive attributes to Robo Advisors (such as nominal costs and low investment minimums) however, Robo Advisors…

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The Last Generation to Retire

The Last Generation to Retire

The Last Generation to Retire Text by Rebecca Hanlon Harrisburg Magazine November 2015 One of the solutions to addressing the…

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income in retirement

How Should a Business Owner Prepare for Income In Retirement?

How Should a Business Owner Prepare for Income In Retirement? Business owners have a multitude of potential retirement scenarios ranging…

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inheritance

Inheritance Starts With Teaching Financial Responsibility

Inheritance Starts With Teaching Financial Responsibility Many parents strive to leave an inheritance to their children — deemed the ultimate…

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Teaching Financial Responsibility

Teaching Financial Responsibility

Teaching Financial Responsibility Before an Inheritance is Important Many parents strive to leave an inheritance to their children — deemed…

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financial advice

Financial Advice -How Much Does Convenience Cost?

How Much Does Convenience Cost? As a busy professional, bundling retirement planning, insurance planning, estate planning, and tax planning into…

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