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MONEY notes

How the Secure Act May Impact Your Retirement

As you may already know, the $1.4 trillion spending bill Congress recently approved, and which took effect on January 1st of this year, includes the bipartisan retirement bill known as the SECURE Act (Setting Every Community Up for Retirement Enhancement). This Act is...

9 Year-End Planning Considerations

It’s hard to believe that we’ll soon be turning the page on another calendar year! Amidst all the approaching holiday hustle and bustle, however, there are a few financial matters that also warrant your attention. Some are essential, others are im­portant; but all...

A Key Strategic Asset for Your Company

A Well-Designed Retirement Plan Can Become a Key Strategic Asset for Your Company: Here is the 6 Ingredient Recipe We Follow In this era of extremely low unemployment, a shortage of qualified and skilled job seekers, and high direct and indirect training costs, it is...

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STREET ADDRESS
103 MONTGOMERY AVENUE
MONTGOMERYVILLE, PA 18936

215.643.9100

MAILING ADDRESS
P.O. BOX 1010
MONTGOMERYVILLE, PA 18936

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