Decorative Tilda

A continuous source of valuable financial information

Over the years, through work experience and commitment to continuing education, our team members have accumulated a wealth of knowledge about financial planning and investment management. Our blog serves as one popular way we share all we have learned. We hope you find it useful and encourage you to contact us if you have any questions or comments about our thoughts.

What states are the best for retirement? Take a look
March 18, 2020

Planning for retirement requires proper planning and time to be successful. However, some of that planning can still be fun. Who hasn’t daydreamed about where they want to retire?
Read more »

Average Net Worth of Millennials by Age
March 4, 2020

It’s only human nature to wonder how your peers may be doing. We do it all the time in different ways.
Read more »

More Americans Choosing to Work After Retirement
February 12, 2020

More Americans are choosing to work into retirement and that might not necessarily be a bad thing.
Read more »

How Other People’s New Habits Can Help You
January 29, 2020

It’s easy to make New Year’s resolutions, whether they are financial in nature or not. The difficult part, of course, is keeping them. To many, New Year’s resolutions are simply promises that we never end up keeping.
Read more »

10 Fiscal New Years Resolutions for 2020
December 6, 2019

New Year’s resolutions get a bad rap. While it may be true that many New Year’s resolutions are eventually tossed to the wayside, some resolutions, coupled with willpower, can be crafted into solid habits for years to come.
Read more »

Holiday Shopping Tips from Steel Valley Investment Group of Raymond James
December 6, 2019

Holiday shopping can seem overwhelming, endless, and sometimes even a real pain for some.
Read more »

How Much Should You Have in Emergency Savings on a Lower Income?
November 21, 2019

You’ve surely heard that you should have some money put away for emergencies, especially if you are in a lower income bracket. How much? Probably depends on who you ask.
Read more »

Loss of a Client
October 22, 2019

At 11 o’clock last night I sat in my kitchen, head in my hands, stifling sobs.
Read more »

Check out the New Popular Place for Retirees (It's not Florida!)
October 15, 2019

The 2019 Global Retirement Index study recently listed somewhere that isn’t Florida, isn’t in The United States, and isn’t near the equator as the best country to retire.
Read more »

Famous Fraudster Warns Against Credit Cards
October 1, 2019

Frank Abagnale may not be a household name, but you probably know his work.
Read more »

Generation X Losing Confidence in Retirement
September 17, 2019

While Baby Boomers feel confident in their financial situations once they retire, and millennials are feeling better about theirs, the same can’t be said for Generation X. GenXers are exceedingly less confident in their retirement prospects, according to a few new studies.
Read more »

Five Financial Tips for College Students
July 31, 2019

College can be a challenging time for a variety of reasons. From scheduling to classes to extracurriculars to even social time, it can be difficult to stay on top of it all.
Read more »

Experience Musikfest on the Cheap
July 18, 2019

With the upcoming 2019 Musikfest, there’s a lot to be excited for!
Read more »

A Few Ways to De-Stress when it Comes to Finances
June 18, 2019

Financial stress can be life changing. It’s something that nearly all of us have experienced, which makes it all the more relatable.
Read more »

The Biggest Financial Regret for New Parents
June 4, 2019

For many, from the moment a couple finds out that they are having a baby, the stress can begin.
Read more »

Save on Your Summer Vacation with These Tips
May 21, 2019

There’s never a bad time to start saving for your summer vacation, even during it.
Read more »

What to Do After You File Your Tax Return
May 7, 2019

Tax season can be stressful, depressing, and take up a lot of your free time.
Read more »

Raymond James Cares about Magic Beans?
April 24, 2019

Have you ever had the opportunity to learn how to blow glass? Until last week, I hadn’t either.
Read more »

A Few Tips on How to Be Good with Money
April 3, 2019

There are usually two types of people, those who say they are “good with money” and those who don’t say that.
Read more »

Pros and Cons of Starting an LLC
March 20, 2019

Nearly everyone knows someone who has formed an LLC at some point in their lives. Maybe it was your cousin who sold a bunch of fun t-shirts that one summer.
Read more »

6 Easy Ways to Save a Buck
March 6, 2019

Sometimes, looking at the long haul when it comes to savings can be overwhelming. Sure, you know that it’s a good idea to start saving money, but it just seems so hard to make a dent.
Read more »

Inflation and Why it Matters to You
February 20, 2019

We all have at least a moderate grasp on what the term “inflation” means. We’ve all seen those photos on Facebook showing the prices of gasoline and other goods with prices so low that we can’t even quite comprehend it.
Read more »

The Costs of Selling Your House
February 7, 2019

You’re selling your house and you’re ready to make some money! But, before that, you should know about some of the costs, yes costs, that are going to come with selling your home to that perfect buyer.
Read more »

How to Build Good Credit
January 23, 2019

Credit Scores are much like salaries at work. Most people don’t openly discuss them with each other and you probably could get yours a little higher with extra knowledge, work, and maybe even negotiation.
Read more »

What College Students Should Know About Credit Cards
January 9, 2019

Credit Cards can be a valuable asset for a college student, especially for a student trying to build their credit and start their journey on responsible borrowing and finances.
Read more »

What is a Good Credit Score?
December 27, 2018

Most people have an idea of what a good credit score is. Something closer to 800 means you’re doing pretty well.
Read more »

These are the opinions of the author and not necessary those of Raymond James, and are subject to change without notice. Past performance is not a guarantee of future results. Information contained herein is believed to be from reliable sources but we do not guarantee their accuracy or completeness.

3773 Corporate Parkway, Suite 180    |    Center Valley, PA 18034    |    Phone: 610.709.9715    |    TF 866.729.8768    |    F 610.709.9725    |    Map and Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Legal Disclosures | Privacy Policy | Terms of Use