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What’s Your Plan for When the Market Goes Down?

By Lance Drucker | January 2, 2019

For many people, their “financial plan” is little more than the asset allocation and performance of their portfolio, which is backwards. If the market is up, people make comments about retiring early. If the market’s down, they complain that they will be working forever. If your financial plan is done right, when you retire should have nothing to do with the performance of the stock market.

Four Big Mistakes Newlyweds Make with Their Finances

By John Caserta | August 28, 2018

One big source of stress for many newlyweds is the household finances. After years of being single, getting married can make money matters suddenly seem more complicated. Here are four of the big financial issues that can pop up.

Four Commitments for Financial Success

By Carolyn Humphrey | February 6, 2018

Nowhere is a commitment more essential to success than when it comes to financial success. Here are four commitments you can make now that will help you understand what you need to do to reach financial success and, more importantly, the steps you need to take to make this happen.

Use a Midyear Financial Checkup to Boost Your Business by New Year’s Eve

By Penn Mutual | August 1, 2017

Maintaining your business’s financial health is a lot like preserving your physical health; you need to schedule regular checkups to make sure everything’s running smoothly. With the year half over, it’s a good time to hit the pause button and assess how well your business is doing.

12 Tips to Help You Become Financially Fit

By Penn Mutual | June 28, 2017

The lessons of finishing an IRONMAN triathlon apply to anyone striving to move ahead in their personal or business life. The parallels between physical health and financial health are striking. Here are 12 tips to help you become financially fit.

Diversifying Retirement Income Sources

By Penn Mutual | June 22, 2016

You’ve been working hard most of your life, with the end goal of retiring and enjoying life at your own pace. What you do now, in your pre-retirement years, is… Read More