Ted Sweeney
Jeff Luckenbill

Two Meridian Boulevard, Suite 102
Wyomissing, PA 19610

(610) 374-6249

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Helpful content 

We offer a full library of resources to help boost your financial planning knowledge.

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
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Whatever matters to you, matters to us.

We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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