Category Archives: Top Plays

Something to smile about

Great news! Olivia is expecting a baby girl in February 2022. 

We’re so excited for Olivia, Scott, Marlo, Tucker and their growing family. 

Don’t worry- we’ve already discussed 529 plans with her!

Something to listen to

Episode #438 on The Learning Leader Show with Ryan Hawk: Jay Williams – How To Reinvent Yourself (Life Is Not An Accident)

Jay Williams won the College Basketball Player of the Year award and a National Championship with Duke University before being selected by the Chicago Bulls in the 2002 NBA draft.   

After a life-threatening motorcycle accident cut his basketball playing career short, Jay now works as a basketball analyst for ESPN, hosts a radio show, and is actively involved as an investor in the business world.  Ryan and Jay discuss leadership, self-reflection, and living with purpose.  There are many important life lessons that we can all relate to and apply to our own lives.   

Something to read

Are you already living well in retirement?  If you’re preparing for a transition to retirement, are you wondering what it takes to live a fulfilled, comfortable, and happy life? MIT AgeLab has identified three simple questions that assess how people live well in retirement.  Some may surprise you, but there’s a purpose behind all three. 

Quality of life in retirement – Hartford Funds 

Something to consider

This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.

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 cheer her on from Alaska.

Kindness makes a comeback: Ted Lasso Season 2 returned to Apple TV+ on July 23.  If you haven’t watched Season 1, I recommend this light-hearted show that portrays the power of kindness, humor, and optimism.

What it means to be rich: Ben Carlson, who writes the blog “A Wealth of Common Sense” on wealth management, investments, financial markets and investor psychology shares what being “rich” means to him…and it’s a good reminder for all of us.

The kind of support we all need: We’ve all been the kid in this video.  Can we challenge ourselves to live every day like the crowd at the pool?

Bonus Vibes: Book Recommendation

Former Sixers and New Jersey Devils CEO, Scott O’Neill, shares his story and life lessons about staying present as a parent, friend, coach, and leader.  Be Where Your Feet Are made me pause and reflect about how I’m staying present and grounded.

This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.

by Kevin Janiec CFP®, MBA

COMMUNITY DAY

Our team spent a morning at Pete’s Produce Farm in West Chester to help harvest, wash, and pack collards, beets, green beans, kale, and mustard greens for the Chester County Food Bank.  We learned about all that goes into providing fresh produce to families in the area, and we had a ton of fun getting our hands dirty.  If you’d like to volunteer to support the Chester County Food Bank, check out the link to their volunteer calendar. 

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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 resources in the community.  The organization strives to guide parents through the complicated mental healthcare puzzle with education, awareness, and connection, while also challenging the broader community to expand and prioritize mental health resources for children and teens.  Let us know if you’re interested in learning more, and we’d be happy to help you connect with the organization.    

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FRESH AIR

The Gay Street Open Air-Marketplace is back again this summer with expanded outdoor dining allowing us to visit our favorite locations in downtown West Chester, enjoy the weather, reconnect with friends and family, and support local businesses.  Hopefully we’ll see you out there! 

OPTIMISTIC ECONOMICS

While you may see some headlines about US household debt at record highs, these statistics compiled by Ben Carlson suggest that US Household balance sheets looks better than ever.  For a different perspective, check out this “A Wealth of Common Sense” blog for some optimistic economics.

BONUS VIBES: RECOMMENDATION

Maybe You Should Talk to Someone by Lori Gottlieb is a fun page-turning narrative about a therapist, her therapist, her patients, and the lessons we can learn about humanity from all of them.  It’ll draw out every emotion through its hilarious, captivating, and honest storytelling. 

This content contains hyperlinks to external websites which are owned and operated by non-affiliated third parties. If you use these hyperlinks you will leave our website; we bear no responsibility for the accuracy, legality, or content of these external sites or for that of subsequent links. No warranties or representations are being made about linked websites, the third parties they are owned and operated by, the information contained on them, the accuracy, completeness, or timeliness of their content, or the suitability or quality of any of their products or services.

This content is provided for informational purposes only. Views and opinions expressed are those of the authors and do not necessarily reflect those of FC Advisory, LLC. Information provided is not and should not be interpreted as investment, tax, legal, or other professional advice or recommendation by FC Advisory, LLC or the members of our firm. Always consult the appropriate professional regarding your specific situation before implementing any options presented or inferred.

Investment Advice offered through FC Advisory LLC, a registered investment adviser doing business as “New Wealth Project” and as “Financial Coach”.   FC Advisory LLC, All rights reserved.