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You want financial security. We have a plan for that

Now on Amazon

Over a year of research on happiness in retirement led to Pat and Kristin’s new book: Winning at Retirement - A Guide to Health, Wealth, and Purpose in the Best Years of Your Life. Available now in paperback and Kindle formats.
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Community

Among other community efforts we help organize and sponsor the Whitpain Community Festival, a fun and impactful annual concert and bone marrow drive in Blue Bell, PA.
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Wealth for Women
Kristin has served as the financial contributor for Women to Watch, and hosts our annual Women's Lifestyle Conference

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Digest - Fall 2019

Weekly Market Notes