Why Updating Your Beneficiaries Is One of the Most Important Things You Can Do This Year
February is about strengthening the foundation of your financial plan, and one of the most impactful yet often overlooked steps is reviewing and updating your beneficiary designations. While this task may seem simple, beneficiary decisions…
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…
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…
CWA Recognized as 2020 Reader’s Choice for ‘Best Financial Planner’, Harrisburg Magazine
Where to find opportunities during the COVID-19 downturn
While the Covid-19 pandemic has stalled the US economy to a near halt, any doubt remaining about the prospect of recession should be eliminated with the burgeoning unemployment numbers released over the past few weeks….