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How much do I need to retire?

Your retirement income strategy is most likely too complex and nuanced to rely on a rule of thumb. But if you’d like a short cut to get a general idea of where you stand, click the link to watch a brief video where Owen breaks down the math on sustainable retirement income. Investment Advice offered […]
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Your non-financial retirement plan

By Owen Mulhern, CFP® Why is it so important to plan for your retirement?  Well, you might expect that the rest of my thoughts on this often discussed subject would center upon the various financial and money elements of your plan.  Certainly, there is an exhaustive array of articles, books, and podcasts addressing the financial dos […]
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Markets Reward Discipline

We heard the questions.  We read the headlines.  We watched the “Talking Heads” make their predictions on TV.  And amidst all of the noise about inflation, labor shortages, and global unrest, it’s easy to get anxious, and anxiety makes it difficult to stick to your financial plan. But we’ve also seen how history tells a […]
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top plays

Positive Vibes

by Kevin Janiec CFP®, MBA Team Vibes: Summertime fun Whether you travel somewhere exciting or make your own fun at home, July is a great month to spend quality time with friends and family…So our team did exactly that! Must See Vibes Golden Girl: Relive the moment that Lydia Jacoby wins gold as her friends and family […]
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Positive Vibes

by Kevin Janiec CFP®, MBA COMMUNITY DAY OUR NEW NEIGHBOR This month, a fantastic neighbor moved into the upstairs suite of our building at 940 E Boot Rd.  That neighbor is the non-profit organization, “A Path to Hope.”  A Path to Hope helps local families learn about and gain access to the appropriate mental health […]
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Positive Vibes

by Kevin Janiec CFP®, MBA Positive Coach Update Throughout Owen’s first season as an Assistant Coach with the Downingtown East High School Boys Lacrosse team, it was exciting to have a “behind the scenes view” of the big wins and the tough losses.  Although the D East Cougars’ journey ended in the second round of […]
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