What To Do When Your Income Reaches 7 Figures
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term…
Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on…
Grandparents & 529s
December 6, 2023 | Patrick Barry, AIF® I’ve received a few questions lately regarding potential tax benefits of a Grandparent owned 529 account. Due to the interest on these types of accounts, I figured it…
Cambridge Names Anthony Conte of Conte Wealth Advisors to 2024 Circle of Excellence
Camp Hill, PA (December 4, 2023) – Anthony (Tony) Conte, Managing Partner of Conte Wealth Advisors, LLC. has been named to the 2024 Circle of Excellence, the highest level of achievement recognized by their financial…
Your Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re…
Managing Money as a Couple
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point,…
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a…
Succeeding at Business Succession
According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan.1 While the number may shock…
Four Reasons Millennials Need an Estate Strategy
You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1Here are four great reasons: Estate Strategies: They’re Not Just for…
Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my…
Strategies for Managing Student Loan Debt
If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won’t cure this headache, but here are some ideas for managing your student loan debt. The programs listed…
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you…
College Student Cheat Sheet
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with…
Financial Digests That Make You Look Like You Know What You’re Talking About
February 1, 2023 | Lena Rizkallah, JD, CRPC® I’m not a morning person. Especially in the winter, it’s unlikely that I wake before the alarm and jump out of bed ready for a 10-mile run. …
Understanding the Past, Predicting the Future
January 30, 2023 | Anthony Conte, MSFS, CEPA, CFP® There are indicators that we can simply ignore, the blinking LED clock on the microwave from the last power outage, and others that we would do…
Retirement Planning Myths
January 3, 2023 | Anthony Conte, MSFS, CEPA, CFP® Each years’ end gives all of us working stiffs a little push toward considering what it might be like to not ever work again. Yes, of…
Planning for Marriage
Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will…
An End To Burnout?
December 5, 2022 | Anthony Conte, MSFS, CEPA, CFP® While employee burnout may have fueled much of The Great Resignation, it just left many employers feeling burned. Pandemic pressures led to the worst of the…