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Exton PA-8QC
835 Springdale Drive, Suite 204
Exton, PA 19341-2833
O: 484.872.8386
F: 484.872.8393
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Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
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Retirement & Longevity
Using securities-based lending to fund business growth
Invest in your business without disrupting your investments.
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Business Ownership
How corporate executives are leveraging AI
From innovation and competitiveness to streamlining productivity.
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Business Ownership
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
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Estate & Giving
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees.
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Business Ownership
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
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Retirement & Longevity
AI and cybersecurity: Fighting fire with fire
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
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Technology & Innovation
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
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Estate & Giving
Weave more of what you love into everyday life
How to mindfully incorporate your favorite things in your day-to-day.
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Family & Lifestyle
Social Security increases benefits by 2.5% for 2025
The 2025 Social Security cost-of-living adjustment (COLA) has been announced.
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Retirement & Longevity
Make the most of Medicare's open enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
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Retirement & Longevity
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