New Year, Clear Goals: How to Set Yourself Up for Success in 2026
The start of a new year is a powerful opportunity to reflect, reset, and set intentions for the months ahead. Whether it’s personal growth, career advancement, financial milestones, or health goals, taking the time to…
Establishing a Budget
Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of…
Disaster Planning: Protecting Your Assets and Your Family
At Conte Wealth Advisors, we know that unexpected events, from severe storms to sudden financial challenges, can happen at any time. Having a plan in place is essential to protect your family, your finances, and…
Preparing for Tax Season: How Families Can Stay Ahead
Tax season can feel overwhelming, especially for families balancing work, school, and holiday expenses. But with some preparation now, you can make the process smoother, reduce stress, and even maximize potential savings.
Whole Life Insurance Explained: HSAs and FSAs
With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing out-of-pocket expenses. In…
Exploring College Savings Plans
When it comes to preparing for college costs, it’s never too early—or too late—to start planning. Between rising tuition and evolving financial aid structures, understanding your savings options is a crucial step in building a…
Understanding Your Financial Portfolio: What’s Inside and Why It Matters
When you hear the word portfolio, you might think of an artist’s collection of work or a student’s binder of projects. In the financial world, however, a portfolio is something far more important—it’s the collection…
Using a Roth IRA for College Savings – A Flexible Alternative
When people think about college savings, they often go straight to 529 plans. While that’s a great option, it’s not the only one worth considering. One lesser-known—but highly effective—strategy is using a Roth IRA to…
The CLARITY Act: What It Means for Crypto Markets
In July 2025, the U.S. House of Representatives introduced the Digital Asset Market Structure and Clarity Act of 2025 (CLARITY Act)—a major step forward in defining the regulatory landscape for digital assets. The bipartisan legislation…
The Five Basics of Financial Literacy: What Everyone Should Know
Financial literacy is more than just balancing a checkbook or knowing how to save money—it’s about understanding the core principles that shape your financial future. Whether you’re a college student just starting out or well…
Simple Steps to Grow a Strong Financial Plan
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…
Shred It & Forget it Saturday
The Conte Wealth Advisors Camp Hill office will be hosting our annual, FREE community Shred Day in the Trinity Lutheran Church – Camp Hill parking lot on Saturday, May 31st! Limit 5 boxes of paper…
4 Medicare Mysteries Explained
July 16, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors Many people entering retirement are faced with mixed emotions: on the one hand, it is the end of one’s career and the beginning of…
Mick Jagger is having a great retirement; 3 ways that you can too
June 24, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors So guess what? The Rolling Stones was scheduled to go on tour in 2020 but due to the coronavirus had to cancel all their…