by Justin Knapp | Nov 2, 2023 | Uncategorized
My dad lived to be age 92 and my mom is going strong at 95. I was involved with my father’s care as he struggled with dementia, and I continue to assist my mother, who still lives independently. Helping an elderly family member? Here are 16 important lessons that I’ve...
by Justin Knapp | Oct 25, 2023 | Uncategorized
3Q2023 IWM Market Analysis provides insights from Fidelity Investments research analyst team. 3Q2023 IWM Market Analysis (click here)…
by Justin Knapp | Oct 17, 2023 | Uncategorized
This IWM Newsletter provides a forward looking perspective. 4Q2023 IWM Investment Insights Newsletter (click here)…
by Justin Knapp | Sep 27, 2023 | Uncategorized
5 strategies to help under spenders get over the hump of tapping their investments. My husband and I sold some appreciated stock in 2022, resulting in a much bigger-than-usual bill on tax day this year and several tight months for our household budget after that. Why...
by Justin Knapp | Sep 27, 2023 | Uncategorized
My parents recently moved out of the house they’d lived in for 50 years. A half-century might sound like quite an accomplishment. But they stayed too long. Their home was a 1940s two-story gray stone house north of Pittsburgh, with a three-quarter acre yard. At the...
by Justin Knapp | Aug 17, 2023 | Uncategorized
In this Newsletter: Put Your Money Where Your Values Are Coming in 2024: New 529 Plan to Roth IRA Rollover Option Financing Options to Help You Ride the Mortgage Rate Roller Coaster Read Full Planning Newsletter Here…
