People Who Win the Lottery

people who win the lottery

Think people who win the lottery have a fairytale life? It’s been reported that 90% of lottery winners go through their money within five years. How does this happen? Situations vary, but many lottery winners fail to preserve their wealth for the future. Two million dollars sounds like a lot of money — and it is! However, […] Read more »

How to Plan Your Retirement

how to plan your retirement

Wondering how to plan your retirement? If so, you’re not alone! It’s no secret that today’s baby boomer generation is healthier and more active than generations past. At Pennsylvania Capital Management, clients come to me seeking not only financial security in their golden years, but also advice on how to maintain an active lifestyle, both […] Read more »

How to Enjoy Retirement


 I recently spoke with Casey Dowd, columnist at FOX Business online, about how to enjoy retirement. While it’s always important to delay self-gratification during one’s working years in order to build a sufficient nest egg, there comes a time when you must go out and do the things you’ve always dreamed of. As macabre as […] Read more »

Managing Risk in Uncertain Times

Screen shot 2013-05-06 at 1.11.21 PM

Much has been written about managing risk in uncertain times. As a financial advisor, I know it’s my responsibility to help clients achieve their financial goals and dreams, all the while remaining cognizant of the inherent risks of investing. I’m pleased to say that I recently returned from Seattle, where I partook in IMCA’s new Advanced Investment […] Read more »

Inheritance to Children

Inheritance to Children

Inheritance to Children: It’s one of the more contentious topics in the estate planning sphere these days — and with good reason. Affluent Americans are often torn as to how much money they should leave their kids. Surely they want their children to be well-cared for. Who can blame them? No parent wants to see […] Read more »

Harriton High School Stock Market Club

Anyone who knows me knows that I’m passionate about teaching teens about personal finance — and it’s great to work with teachers who feel the same way! Donna Barnett, a good friend of mine and a teacher at Harriton High School in Rosemont, Pa., is the faculty advisor for the school’s Stock Market Club. Last […] Read more »

Financial Literacy for Kids

people who win the lottery

Financial Literacy for Kids: How should parents and teachers approach it? That was the topic of discussion for my latest appearance on The Jim Bohannon Show. Mr. Bohannon made a very good point — that our nation’s young people are not being taught the proper tenets of personal finance in school. Government? Check. Science and history? […] Read more »

Continuing Care Retirement Communities

Continuing Care Retirement Communities

Continuing Care Retirement Communities continue to be a popular topic of discussion among seniors. Many look to CCRCs a kind of “safe haven” for their golden years — especially when they’re unable to perform tasks associated with daily living, such as eating, bathing or getting dressed in the morning. There are a variety of options […] Read more »

Teaching Kids About Money

teaching kids about money

Teaching kids about money doesn’t have to be intimidating — as long as you know how to do it properly! I was pleased to be featured on WCBS Radio’s Health & Well Being Report, which is hosted by Pat Farnack. As always, we had an insightful and lively discussion about a topic that’s very dear to […] Read more »

Tax Shelters for Teens

"Tax Shelters for Teens"

Curious about tax shelters for teens? You should be! Last Friday, January 11, I was featured on the Wall Street Journal This Morning, where I talked about ways to create tax shelters for your teens, with the goal being protecting them from higher tax rates in the future. Follow the link, click on the January […] Read more »