Are Your Heirs Ready? 3 Lessons to Teach Children About Wealth Now

Forbes recently reported that we are at the brink of the largest intergenerational wealth transfer in history1. Over the next 30 to 40 years, $30 trillion in assets will pass from one generation to the next in the United States. The Center for Rural Pennsylvania estimates2 that in Lancaster County, Pennsylvania

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Dos and Don’ts of Retirement Planning

Planning for retirement is like running a marathon. Set a steady pace and keep going. It is also important to have a strategy in place to reach retirement and do something each year that moves you closer to realizing it. Here are some dos and don’ts to help you reach

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Data Breaches are on the Rise: How to Protect Your Personal Information

Capital One Financial Corporation confirmed that personal information was breached by a hacker accessing their customer records in July. Roughly 140,000 Social Security numbers and 80,000 linked bank account numbers belonging to Capital One credit card customers were compromised. The Capital One incident is just the latest among a growing

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3 Factors That Affect When to Take Social Security Benefits

One of the most important retirement planning decisions to make will be deciding when to draw Social Security benefits. It is a difficult decision in general because there are a lot of factors to consider. This newsletter will look at three important factors to think about when taking Social Security

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Medicare Supplement Insurance Plans

Most seniors rely on Medicare to provide their health insurance coverage. In 2015, 16.3 percent of all people in the United States were covered by Medicare1. That number continues to grow as our population ages. Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B,

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