During the month of October, our Founders Lisa and Daniel Barram attended an exclusive industry event hosted by Million Dollar Round Table or MDRT for short. This is an “international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and…

Read More

We had such an amazing time with all of our clients this past weekend during our in-house Estate Planning 101 Event! Clients came and got a chance to mix and mingle with other clients and enjoy some breakfast before the workshop taught by Guy F Matthews, Esquire started. Everyone got to learn the basics of…

Read More

The majority of childhood is composed of leisure time, the main chunk of adulthood combines work and play, and then the expectation is to return to play mode during retirement. The issue with that traditional cycle is some people fine enjoyment in working. There is a growing trend to retire in phases, or even intermittently,…

Read More

What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin to understand that long term…

Read More

Have you heard about the new Tax Changes that are occurring for 2018? We talked a little about this at our Dinner Seminar last night at The William Penn Inn! Retirement and your Investment Strategies are important to review with updated industry information. Come to one of our Free Dinner Seminars to learn about your…

Read More

By now most retirees or those near retirement have heard that Congress eliminated the ability of American’s to take advantage of two advanced social security filing strategies – File and Suspend and Restricted Application. As everyone knows the US Budget has been out of control for some time, as of this blog post the national…

Read More

Education-based marketing is the sharing of knowledge with the purpose of building trust. It is a strategy that establishes credibility and trust with your customers by using educational messages. Today’s consumer lives in a highly digital and immediately gratifying consumer environment. They don’t have to buy unless it is on their terms and their timetable.…

Read More

As people are living longer than ever, the question arises not only of how to pay for longer retirements, but how to ensure that you have enough money or insurance to cover long-term care costs that could become necessary many years in the future and last many more. Furthermore, the need to balance long-term care…

Read More