by Kevin Janiec CFP®, MBA Positive Team Update Jeff and Melissa Mastronardo celebrated 15 years of marriage this month in Key West. State Champs Our very own Will Traynor and Malvern Prep Boys’ Hockey Team win Class-3A State Championship. Congrats to my alma mater, West Chester East, for also taking home the Class A State […] » Read More
Good News handpicked by your Financial Coach team a Virtual Drum-off Challenge; Getting ‘Unstuck’ from the Negatives; and an Unconventional Wedding Reception Dave Grohl accepts 10-year-old drummer’s virtual drum-off challenge What began as a drum-off challenge from 10-year-old Nandi Bushell to Foo Fighters frontman Dave Grohl has turned into a back-and-forth virtual jam session — […] » Read More
“None of us, including me, ever do great things. But we can all do small things, with great love, and together we can do something wonderful.” — Mother Teresa From your Financial Coach team Secret Millionaire Funds College for Strangers In 2005, Dave Schroeder, a lifelong carpenter, passed away leaving behind two pairs of jeans, […] » Read More
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Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension and Medicare/Medicaid Planning