Did you know there are some truly life-changing benefits to having the right people on your financial team? Believe it or not, a family-focused fiduciary can change you. Shall we count the ways? First and foremost, a strong fiduciary will […]
16 Official (& Unofficial) Roles A High-Quality Fiduciary Plays Read More »
In a lot of ways, I see myself as an air traffic controller. Your life has one plane coming in, one plane leaving, a lot of planes on the tarmac waiting to take off, weather delays, and a 6-month-old baby
How to Tap Into Your (Fiduciary’s) Network Read More »
I’m going to take a wild guess: You’re looking at this topic and thinking, “Hmmm, this belongs in a finance blog as much as a snow shovel belongs in Florida.” In a way, you’d be right. Why am I qualified
The Million Dollar Body: True Wealth = Optimal Health Read More »
Though we may spend oodles of time in an office or traveling, our home serves as the practical and emotional central nervous system in our lives. It’s not only the place to shield us from the elements and store our
Why Real Estate Investments Are the Best Bang for Building Your Bucks Read More »
Meeting with a prospective fiduciary financial advisor is kind of like a first day, and I think we all remember what those are like! They can be fun, they can be awkward (especially when a massive peppercorn snuggles into your
What to Expect from Initial Meetings with Your Fiduciary Read More »
The Pennsylvania Capital Management Team talks about Irvin’s newest book, Who’s On Your Dream Team? Lesley Buck: Welcome everyone to our webinar today. It is book launch day for Irvin Schorsch’s book, Who’s on Your Dream Team. I’m not
Who’s On Your Dream Team? Book Launch Read More »
As we discussed in my last post, kids can learn many valuable life lessons from their entrepreneurial activities. One PCM colleague—a national broadcast entrepreneur…
Teaching Children the Value of Entrepreneurship, Part 2 Read More »
Skeptics might say we’re pushing kids into adulthood way too early, but it’s hard to argue with the life skills they can acquire through early entrepreneurship…
Teaching Children the Value of Entrepreneurship, Part 1 Read More »
Marriage is more than a romantic relationship – it is a financial partnership between the couple. For better or worse, married couples must work together on their financial goals…
Marriage: A Financial Partnership Read More »
Any new relationship has finance issues that need to be dealt with. Many couples make some of these common mistakes that can be easily avoided. As the founder and president of PCM…
Don’t Let Your Finances Affect Your Love Read More »
“Question: How will we fund the independence we dreamed of in our retirement? Given the volatile economic climate, the road to retirement has never been bumpier. Many Americans are underwater on their homes and are desperate to get out of
How to Have the (Second) Career of Your Dreams Read More »
