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CPA firm reestablishes wealth management services
A Reading-based CPA advisory firm is expanding to reestablish itself in wealth management.
The pandemic is leading more future retirees to a financial awakening
With the pandemic creating more time in many peoples’ lives along with more free time at home people seem to be paying more attention to financial planning, said Joyce Petrenchak, senior vice president and wealth strategy regional manager for PNC Bank’s northeast region.
Good Life Companies expands, adds $150M in client assets
Wyomissing-based Good Life Companies is expanding. It recruited two independent financial adviser businesses to its platform with approximately $150 million in total client assets.
Spend, or save? How to build a financial future
Mounting economic pressures have contributed to a savings dilemma for those looking to retire. While everyone who works is most likely looking forward to retirement, fewer people are prepared for it. Younger generations are saddled with mounting student loan debt, and appear to be focused on starting a family and buying a house, which puts retirement on the backburner.
