Show me the money!

It’s been a month since most states issued ‘stay at home’ orders to its citizens.  Since then businesses have shut down, schools have closed, people have stopped hugging each other, and my mother figured out…

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Curbing Corona Chaos

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2019 Key Financial Data

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2018 Key Finanical Data

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2017 Key Financial Data

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CWA Awarded 2016 Harrisburg Magazine Readers' Choice

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2016 Key Financial Data

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Social Security Filing Changes

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CWA Welcomes Financial Advisor, H. Rod Hite

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Frank Conte Named Growth Specialist Award Recipient

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CWA Finalist for Business of the Year Award

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DAVID A. LANGAN, RICP® JOINS CONTE WEALTH ADVISORS

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CWA Awarded Harrisburg Magazine's Readers' Choice 2015

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Joe Henriques, CFP®, AIF® Awarded Central PA's Forty under 40

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ALI BACH, CFP® Named Finalist for Luminary Award

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Matthew J. Ruttenberg named Top Retirement Plan Advisor under 40

Fort Myers, FL – Matthew J. Ruttenberg, an independent financial advisor with Cambridge Investment Research, Inc. (Cambridge) of Fairfield, Iowa, was named one of fifty ‘Top Retirement Plan Advisors Under 40’ by the National Association…

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Charitable Giving, a powerful estate planning vehicle

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2015 Key Financial Data

Click 2015 Key Financial Data for information on key items regarding tax brackets, thresholds, limitations and exemptions that may affect your personal finances such as: Standard deductions & phase outs Personal exemptions Gift & estate…

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