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Orwigsburg, PA 17961

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Are you fostering a toxic team dynamic?

Are you fostering a toxic team dynamic?

I thought you might be interested in the latest GPS Practice Insights blog. Please reach out if you’d like to discuss.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Let’s Look Forward

Forward thinking is smart planning. And while we can’t predict the future, WealthLink – your personal financial website – allows us to run what-if scenarios to determine how your decisions today might affect your tomorrow. Contact me for a demo of the site. Call my office or simply reply to this email.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Physicians: Take care of your financial health

Your career demands time and energy and may not leave much space for financial management. That’s where I come in. I’m proud to work with heroes who dedicate themselves to healing and caring for others. Contact me today, and let’s work on reaching your financial wellness goals.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Your financial world in one place

WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Surprises

Making the most of surprises is a great reason to work with us.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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