In early 2020, just weeks before COVID-19 started sweeping the nation, Tom and Julie Schmidt sold the Manheim Township two-story where they had lived for 30 years and moved to a maintenance-free condo ...

Kyle Frizzelle is a partner at NC Planning and leads the firm’s estate planning group, known for combining strategic insight with a clear, client-focused approach to complex legacy and business ...

Financial experts have all kinds of tricks up their sleeves when it comes to managing finances. They know all the right money hacks and methods to stay on track. And one of their secret weapons for ...

The ultra-rich use advanced estate planning to reduce taxes and pass on wealth more efficiently. Many of their strategies are available to regular families, with the right guidance. A solid estate ...

Imagine effortlessly juggling your academic and social life, never forgetting important deadlines or events, and having an organized schedule that’s the envy of your peers. Sounds too good to be true?