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Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount…

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of…

Spring has a way of making us think about fresh starts-whether that’s cleaning out the garage, planting a garden, or, yes, rethinking our financial plans. Over the years, I’ve seen that the best financial strategies…

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…

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…

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…

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…

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…

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,…

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…

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…

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…

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…

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…

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 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…

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. …

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…