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Showing posts from January, 2020

College Football Pool Winners

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Thank you to everyone that participated in our college football pool. Congratulations Lori & Steve! Thank you for generously donating your winnings to the Animal Rescue League of Berks County!

Top 5 Tips for Sticking to Your Financial Goals

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It's a new year, and a new decade! Welcome 2020! If you're hoping to start saving to reach financial goals, this article is a great read with helpful tips and info. Check it out:  Top 5 Tips for Sticking to Your Financial Goals
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I always appreciate hearing from clients after we've completed our work together. Thank you M. Martin for sending me great feedback. I appreciate it! It's helpful to know what works best and if there are ways I can improve my services to better meet the needs of my clients.