Author: Thomas Moyer, CFP®
Notepad with checklist on table

Five Questions to Help You Assess and Optimize Your Fiscal Health for 2020

November 14, 2019

Thomas Moyer, CFP®

It may be hard to believe, but 2019 is coming to a close. With just a few weeks left in the year, now is a great time to look back on the past 12 months, assess where you are today, and start planning for the future -...

Checklist on a desk

Enjoy Your Summer… After You Review This Mid-Year Checklist

July 1, 2019

Thomas Moyer, CFP®

We’ve officially hit the mid-year mark! As you begin making your 4th of July barbeque plans or vacation preparations, we encourage you to put aside a little time to examine your current financial picture so you can...

Person writing a checklist on a notebook

Prepare for a Happy New Year by Reviewing This Year-End Checklist

November 15, 2018

Thomas Moyer, CFP®

Before you know it, you’ll be gathering with family and friends to celebrate the holidays. Amid the shopping and preparations, it’s important to stop and take stock of your financial position heading into the new...

Grandparents holding grandchildren

Who’s Your Beneficiary?

July 19, 2018

Thomas Moyer, CFP®

When you leave this earth, many of your assets will pass on to your beneficiary designation – not necessarily according to your wishes or the conditions set forth in your will. “But aren’t they usually one in...

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