The Consulate Journal is our written blog, dedicated to educating our audience on a wide range of topics. Sometimes we’ll be sharing our financial planning philosophies, and other times sharing our views of money and its place in our lives. Most often, we’ll be sharing specific and actionable financial planning strategies that we use with our clients.
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The personal financial services industry is going through a major metamorphosis for the better, and it is creating a true profession. At present, the overwhelming majority of the financial industry is sales- and relationship-driven. The majority of advice that financial…Read More
Could you be on the hook for your parents’ long-term care expenses? The answer is YES! In about 30 states, including Pennsylvania, there are laws called filial reasonability or filial support laws, which may obligate children to help defray their…Read More