Laura W. Brewer, Esq. Principal, Financial Advisor GET TO KNOW LAURA W. BREWER, ESQ. Name: Laura Brewer How long have you...
Featured Articles
What should I do with my company stock options?
Are you fortunate to work for an employer that has included a stock option plan as part of your overall compensation package? If...
Financial Advisors Spotlight: Christopher J. Perry
Christopher J. Perry, CFA, CFP®. MBA Financial Advisor Associate GET TO KNOW CHRISTOPHER J. PERRY Name: Chris...
Women’s Financial HerStory in the U.S.
As March comes to a close, we provide a final post in celebration of women in history. Do you know what significant...
Financial Advisors Spotlight: Brian Gallagher
Brian Gallagher, CFP® Financial Advisor GET TO KNOW BRIAN GALLAGHER Name: Brian Gallagher How long have you worked at...
Keeping it Real for Plan Sponsors
Don't Forget your Fiduciary Duties On January 24, 2022, the US Supreme Court, in Hughes v. Northwestern University, unanimously...
Year-End Financial Planning Quick Tips
As we approach the end of the year consider the following financial tips: Maximize your annual contributions to your retirement...
Financial Advisors Spotlight: Brianna Barnes March
Brianna Barnes MarchFinancial Advisor GET TO KNOW BRIANNA MARCH Name: Brianna March Current Role: Financial Advisors How...
How to Use Your PA State Tax Liability to Fund Access to Education
From religious schools of all denominations to independent college-prep to special needs, Pennsylvania—and particularly the...
Private Financing for Life Insurance Premiums
The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are...
Financial Planning for Same-Sex Couples
When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial...
Preventing Financial Fraud/Theft While Traveling
Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a...