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In case you missed it: Our Chairman and CEO, Bob Pugliese, recently joined President and CEO of Cambridge, Amy Webber, on the Cambridge Stronger podcast. Among other things, Amy and Bob discuss his decision to become independent as a financial professional, the importance of management style, and Bob’s 50 years of experience working in the industry. Listen to Episode 126: Making a Positive Difference using the link below! https://lnkd.in/dRZWUhAK #WednesdayWisdom #FinancialProfessionals #WealthManagement

What is probate and how does it impact you and your family? Probate is a legal process that occurs after someone passes away, involving the verification of their will and the distribution of their estate. The process can take anywhere from nine months to several years, depending on the complexity of the estate. To help you understand this process more clearly, we have compiled some information as well as strategies for streamlining the probate process. Swipe through to read ?? As always, give us a call with any questions or estate planning needs.

Did you know that 62% of workers say they view an employer match as key to their retirement future? That’s a pretty compelling stat, especially for businesses that don’t currently offer 401(k) matching. With that in mind, we’re sharing five key facts for employers interested in setting up a 401(k) match program. Have more questions? We can answer those, too ?? Reach out, and we’d be happy to chat.

This Veterans Day, we invite you to join us in honoring the brave men and women who have served our nation. Our veterans have shown incredible bravery, dedication, and resilience, ensuring our freedoms and security. Whether serving at home or abroad, in times of peace or conflict, their contributions are invaluable. To all the veterans in our network, thank you for your service.

Today, we’re offering a big shoutout to all the businesses investing in their teams with a 401(k) plan! ?? You're not just offering a benefit; you're investing in your team's future and setting your company up for success in recruitment and retention. But did you know that only 56% of workers participate in their workplace retirement plans? It's crucial that employees understand the value of their 401(k) to make the most of it. With that in mind, we’re sharing three ways employers can expand employee 401(k) knowledge. Interested in learning more about 401(k) options and resources for employers? Reach out to us today. We are here to help!

Did you know that 23% of pedestrian fatalities on Halloween involve a drunk driver? As Halloween approaches, it is important that safety is top of mind for every person on the road. If you plan to be driving on Halloween or hosting a gathering of any kind, our team has compiled a quick checklist of reminders for you. By following these tips, we can all contribute to a safer Halloween. Wishing you a safe and enjoyable Halloween.

Josh Cesare attended the SHRM Lehigh Valley Annual Conference earlier this week. Are you looking for someone to review YOUR 401k plan? Reach out to Josh today! Josh W. Cesare, AIF, Director of Retirement Plans, [email protected], 717-737-2001 ex. 110

With the arrival of new months, we love to look back at significant historical events. Here are just a few October events that caught our attention ? ?? October 1, 1908: The Ford Model T, the first affordable automobile, was introduced to the public, revolutionizing transportation. ?? October 4, 1957: The Soviet Union launched Sputnik 1, the first artificial satellite, marking the start of the space age. ?? October 11, 1975: "Saturday Night Live" premiered on NBC, becoming a cultural phenomenon and launching the careers of many comedians. What’s your favorite historical event in October? Share it with us in the comments; we’d love to know!

In case you’re in need of a little inspiration, we wanted to share this powerful, timeless reminder from Winston Churchill. Feel free to share this post as a helpful reminder to others in your network, and as always, reach out if we can be of assistance. We are here to help your business thrive.

Every year our team loves to host our advisors for an annual conference at the Hotel Hershey. For a few days we study a little compliance, receive updates about new regulations, take a continuing education class, share best practices and so much more. Most of all we have a great time enjoying the company of our advisors! We love our job serving our financial professionals.