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Frequently at a client meeting we get off subject and start discussing things other than financial issues.

From time to time I will share stories of our little discussions prompted by my clients interests. So keep checking in. We’re glad to have you reading along.

 

Wednesday, April 5, 2017

If you missed me this week on CBS3 Philly with Jim Donovan, Consumer Reporter - you can watch this video clip !

 

Friday, January 20, 2017

Tax Season 2017 is about to begin. Tax Organizers are in process for clients who filed a return(s) in 2016. I will forward organizers to you as soon as they are available. Watch your mailboxes and email inboxes- W-2s, 1099s, Mortgage...

 

Friday, December 2, 2016

Frequently at a client meeting we get off subject and start discussing things other than financial issues. Recently, a client and I started sharing stores about our past trips to Italy. My first trip to Italy was 8 years ago. My...