An Executor Checklist

Nicole FloroLife, Retirement Planning, Tips

As a Certified Financial Planner, CFP® I need to have education, experience, an examination, and continuing education in five major areas of planning: Investments, Insurance, Taxes, Retirement planning, and Estate planning. One important piece of estate planning is naming an executor and/or executrix to handle your affairs when you pass on from this life.  This is a very important duty … Read More

2018 Year in Review

Doug FloroQuarterly Review

From the Desk of Doug Floro … 2017 will be remembered as an outstanding year for the United States equity markets; this past year, 2018, not so much.  We had a dramatic swing in volatility with new all time highs and several corrections throughout the year.  The December downturn took us negative for the year.  Please take time to look … Read More

Update from the Admin

Nicole FloroMFB Wealth Management Events

The start of a new year is the time when many of us look back at last year’s successes and begin to plan ahead for the next year’s events. Our fourth quarter events started on Saturday, October 27th when more than 80 of us gathered at the Bird-in-Hand Restaurant and Theatre for our 8th Annual Client Event.  Our time together … Read More

Training Our Minds

Doug FloroLife

As many of you know, I serve as a volunteer with Liberty Ministries and I have the privilege of speaking to the men at our local county prison, Montgomery County Correctional Facility, throughout the year.  Liberty’s goal is “To bring Grace, Hope, and Transformation to those broken by incarceration in the Philadelphia region.”  I’d like to share a little bit … Read More

Debunking a Few Popular Retirement Myths

Nicole FloroRetirement Planning, Tips

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Society still sees retirement as an end instead of a beginning – a finish line … Read More

A Reminder from a Stuffed Toy

MaryGrace HolcombLife

Many years ago, I was enjoying a quiet afternoon at home … sort of.  The kids were away at college and my husband was still at work.  While I liked having time to myself, occasionally I thought it would be nice to have someone to chat with. I remember I went into my son’s room for one reason or another.  … Read More

How Much Do You Really Know About Long-Term Care?

Nicole FloroLife, Retirement Planning, Tips

Separating some eldercare facts from some eldercare myths.  How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel some myths. True or false: Medicare will pay for your mom or … Read More

Mr. & Mrs. Mallard

MaryGrace HolcombLife

A pair of snowbirds arrive back into our neighborhood in the borough where we live as an early sign of spring.  It’s great to see them.  They haven’t changed one bit since they left.  He looks so dapper with his head held high in his bright green while she continues to wear her modest brown. It’s fun to watch them … Read More

Fear & Respect

MaryGrace HolcombLife

So often I read my Bible and all I am really doing is looking at the words.   I read it, I understand the story in the passage, but it doesn’t really sink in or impact me in the way that I know it should.  I keep telling myself to stop letting my mind drift and focus, focus, FOCUS!! But then … Read More

Retirement Questions That Have Nothing to Do With Money

Nicole FloroRetirement Planning, Tips

Think about these matters before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors you cannot quantify. Here are a few of those factors as well as the questions they may end up provoking in your mind. Where will you live? This is … Read More