Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in current events in our office and in our community. So keep checking in. We’re glad to have you reading along.
Five Financial Tips for New Parents
As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...
Read MoreChild Tax Credit Update
The American Rescue Plan offers American families a bigger and better child tax credit for 2021. For this year only, the credit amount for many families is increased from $2,000 per child to $3,000 per child ($3,600 for children under...
Read MoreFOX 29 Block Party Pictures
Check out pictures of Dave and the Philly Fox 29 crew last week at the block party.
Read MoreFOX 29 Block Party
Join our firm and other downtown professionals and merchants to welcome the Fox 29 news team on September 3 from 7 to 10 AM. Make sure you check out our table.
Read MoreHealth Insurance for Children/Teens
Did you Know? In Pa, health insurance coverage for uninsured kids is well with reach, as Pa Children's Health Insurance Program(CHIP) covers uninsured kids and teens. Explore CHIP by visiting CHIPcoversPAkids.com.
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PA Prop Tax/Rent Rebate
PA has extended the deadline to apply for the Property Tax/Rent rebate program.. Please see Tax Tips under About Us for further information.
Read MoreDave's in Denver!!!
Dave attended the HD Vest 2014 national conference in Denver, Colorado from May 31 to June 7. There he attended a number of classes in the areas of financial planning.
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