Kathryn Brown is a founder and principal of Morton Brown Family Wealth in Allentown. 

It is understandable that a smart investor can still struggle with retirement planning because the decisions about investing for income, spending and legacy are so different from those of the accumulation years. Here are three things that we have seen smart investors get wrong about retirement.

Many investors may be feeling ill after volatility on Wall Street blamed largely on concerns over the coronavirus, led to the largest single-day drop since 2018 on Monday.

On Dec. 20, Congress passed the Setting Everyone Up For Retirement Enhancement Act, which became law on Jan. 1. It adds changes to how people can save for retirement.

As a financial adviser, Dennis Morton has integrated his academic background in history and finance with his professional background as an Army officer and entrepreneur. Along with his partner, Katie Brown, they have drawn on our decades of combined experience and designed Morton Brown Family Wealth to advise families, including business owners, on their unique ...

Katie Brown was a tomboy growing up. Sandwiched between two brothers, she learned to hold her own.