Living Well

Planning for Life’s Transitions

Plan While You Can, Don’t React After the Fact You’ve devoted your life to building your business and caring for your family. You’re the leader of both. As you enter your late 50’s and 60’s, it’s time to think about a graceful transition to the next phase of your life. Time is our most precious […]

How the Annual Checkup Can Help You Help Your Kids

Similar to our recommendation for couples to use their wedding anniversaries to examine marital relationships on an annual basis, families can significantly benefit from the annual conversation or check up. It offers an opportunity to ask critical questions such as: What is working for our family? What is not working? What does each of our family members really care […]

Economic & Market Outlook

The U.S. economy keeps trudging forward. Most fundamentals remain good or strong. Optimism about further improvement in 2018 has been dampened by the gridlock in Washington. No progress has been made on healthcare. There has been scant discussion of tax reform. The European economy appears to be doing well, although Germany’s trade surplus is having […]

Spotlight on One of Radnor’s Finest Volunteer Boards – CARFAC

Article from “Wayne Living” Magazine, February 2017 by Elaine P. Schaefer. One of the most remarkable qualities of Radnor Township that sets it apart from many other communities is the incredible number of smart, engaged and generous residents who volunteer for our numerous and varied boards and commissions. These extraordinary, ordinary citizens give their time, effort and expertise to […]

Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average tax refund will be even higher for 2016.1 Continual increases in tax refund amounts indicates that many individuals are paying the government money that they could have benefited from throughout the year if their finances […]

Mindful Education Leads to a Lifetime of Prosperity

Adolescence is a difficult stage of life. Trying on different identities, developing emotional intelligence and socialization skills, deluged with social media in a rapidly evolving global economy – it’s an emotional roller coaster. Add the need to prepare to live independently in the future, and it can seem overwhelming. Good thing children are born to […]