Starting the Conversation About End of Life Care

Jen Pieson - Thursday, June 29, 2017
Written By: Sarah Caine, RP (/sarah-caine.html) I wrote a blog entry a few years ago called “Difficult Decisions (/client-insights/difficult-discussions)” which focused on the importance of talking to your family about estate planning issues – both yours and theirs – before a crisis occurs. Around that time, I found a great resource called The Conversation Project (http://theconversationproject.org/). The Conversation Project operates in conjunction with th ..

Saving for College

Jen Pieson - Wednesday, June 28, 2017
Planning for college can be overwhelming, but it is never too early to start saving. There are a variety of investment vehicles available so you can find one that will best fit your family’s needs. The most common plan is the 529 Plan, of which there are two types – 529 Savings Plans and 529 Prepaid Plans. Both of these have tax deferred earnings and tax free withdrawals if the money is utilized towards qualified education expenses. If your child decides not to attend coll ..

Getting to Know: Dan Honsberger

Amber Ott - Wednesday, May 31, 2017
Name: Dan Honsberger (/dan-honsberger.html) My Position at JPP: Financial Planning Analyst Educational Background: The Ohio State University, Major in Accounting. Currently pursuing CERTIFIED FINANCIAL PLANNER™ certification with Bryant University / Boston Institute of Finance. Describe your family: My wife Kate and I have been married 4 years, and we have a 3 year old Standard Poodle named Calvin. My wife's family lives in Northern  ..

Beneficiary Designations

Jen Pieson - Friday, March 31, 2017
Written By: Jen Pieson (/jennifer-pieson.html) We talk about beneficiary designations a lot, but that’s because it’s so important. Verifying your beneficiary designations takes only a few minutes, and can avoid real problems down the line. What kinds of accounts have beneficiaries? Life insurance policies and traditional retirement plans (401(k)s, 403(b)s, SEP, SIMPLE, Traditional, and Roth IRAs, etc.) usually have beneficiaries specified. Howe ..

What does it mean to be a fiduciary, anyway?

Amber Ott - Tuesday, March 28, 2017
If you read financial news, you have likely noticed differing opinions over the “fiduciary rule” that was proposed by the U.S. Department of Labor (DOL). After a long development phase, comment period and revisions, the rule became law in June 2016 and was due to go into effect on April 10, 2017. In short, one of the main requirements of the rule is that all financial advisors to retirement plan accounts act as fiduciaries when advising those accounts. Due to the recent change ..

Getting to Know: Elissa Wurf

Amber Ott - Tuesday, March 07, 2017
Name: Elissa Wurf (/elissa-wurf.html) My Position at JPP: Financial Planning Analyst Educational background: B.A. in psychology from UCLA; post-BA certificate in accounting from Muhlenberg College; currently enrolled in Certified Financial Planner coursework. Also, I have a Ph.D. in psychology from the University of Michigan (I taught and did research in social/personality psychology but I am not a clinician, so relax, I am not analyzing anyone.)  ..

We Hear You: What We Learned from the 2016 Annual Client Survey

Jen Pieson - Thursday, February 16, 2017
Written By: Adrienne Martin (/adrienne-martin.html) Each year, we at JoycePayne Partners like to share with our clients the important feedback we receive in our annual client survey. This year, 114 of our valued clients took the time to provide us with their views on our performance in the 2016 client survey. We were very excited that nearly half of those who responded were new participants over the previous year. Of course, we greatly appreciate those who c ..

Financial To-Do’s for the New Year

Jen Pieson - Tuesday, January 31, 2017
Written By: Dan Honsberger (/dan-honsberger.html) Now that a new year is upon us, it is a great time to build upon past successes and good habits. Here are some ideas for using this year’s fresh start to improve your financial life. Do a “Year in Review” for 2016, and evaluate progress toward your goals Create a Net Worth Statement. Compare against last year, and over time. If you’re working, your go ..

An Interview with JPP's Newest Team Member: Carrie Fellon

Jen Pieson - Tuesday, December 20, 2016
Carrie Fellon (http://www.joycepaynepartners.com/carrie-fellon.html) joined JoycePayne Partners as a Financial Strategist in our Bethlehem, PA office in September. Carrie has a variety of experience in financial planning and expertise in developing holistic plans that will serve our clients well. We sat down with Carrie and here’s what we learned: JPP: What aspect of your job do you enjoy most? CF: The relationships with people. I love getting to kno ..

Save the Environment and Save on your Taxes

Jen Pieson - Wednesday, November 23, 2016
Residential Energy Efficiency Property Credits Expiring December 31 Written By: Elissa Wurf, CPA, EA (https://www.linkedin.com/in/elissawurf) Most of the remaining tax credits for making energy efficient home improvements are currently slated to expire on December 31, 2016, so if you have been thinking about making any of the following improvements, now is the time to act. There are two forms of the credit, both claimed on Form 5695 attached to your 1040 indi ..

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