Financial Fraud

Let's Talk About Danville!

Danville is a lively Central Pennsylvania community located about 15 minutes away from Bloomsburg, Pennsylvania. 

            Downtown Danville is a hub to numerous businesses going anywhere from antique stores, restaurants, health and wellness, financial planning, real estate and everything in between. 

April 2019 Personal Income and Outlays


Life Insurance: Is It Missing From Your Plan?

Life insurance may be a cornerstone of a sound financial plan, providing potential financial stability to a surviving spouse, children, or other family members in the event of your untimely death. Sadly, many Americans have no life insurance coverage whatsoever, and of those who do, many don't have enough.1

You and Your Business: Choosing the Right Form of Ownership

The form of ownership you choose for your company can have lasting legal, financial, and tax implications. Here's a review of some of the most common business structures.

How to Start Investing

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

Pros and Cons of a Reverse Mortgage

Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful.

The extraordinary power of planning

By Amy Masters, CFP®

It’s tax season at our offices right now. As a financial advisor, that means that I’m spending all of my days sitting down with clients to review their 2018 taxes and put a plan in place for the current year. What has surprised me this year? The number of people who have come in worried about their returns.

What to Do With My Unspent RMDs? (Podcast)

By Byron Moore, posted February 20, 2019

The following segment first aired on KEDM 90.3.

You get sent a Required Minimum Distribution every year, but what should you do with it?

Click above to play/pause audio.


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