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MONEY notes

Financial Equality for Same-Sex Couples

It’s been nearly three years since the Supreme Court issued its landmark civil rights ruling (Obergefell v. Hodges) that granted same-sex couples the constitutional right to marry. As a result, today close to two-thirds (61%) of same-sex cohabiting couples in the U.S....

Should You Consolidate Your Retirement Accounts?

If you’re like most Americans, by the time you enter your early 50s you’ll probably have held about a dozen different jobs at nearly as many different employers.¹ It’s a far cry from the 1940s and 1950s, when working your entire life for the same employer was a fairly...

Dissecting the Impact of the New Tax Law

Given the unprecedented quick passage and signing into law of the new Tax Cuts and Jobs Act, it will likely be many months before tax attorneys and financial analysts are able to accurately and fully gauge the short- and long-term impact of the new legislation – both...

Year-End Giving

As we approach the end of the year, it is important to keep in mind that any charitable gifts you are planning to make must be completed before year-end and must go to qualified charities in order for you to be eligible to receive any 2017 tax deduction for making...

Envelope

STREET ADDRESS
516 NORTH BETHLEHEM PIKE
AMBLER, PA 19002

215.643.9100

MAILING ADDRESS
PO BOX 950
SPRING HOUSE, PA 19477

215.643.9100

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500