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Philadelphia Fee-Only Financial Planner

Philadelphia Fee-Only Financial Planner

I am thrilled to share that I have launched my own firm to serve as a fee-only financial planner in Philadelphia.  More specifically, Meaningful Wealth Management LLC is a fee-only financial planning firm in Philadelphia built to help millennials and Generation X...
529 Plans For College Savings

529 Plans For College Savings

College is expensive, and tuition only seems to go up.  American families looking to pay for a college education have a variety of choices when it comes to the best way to save for the cost of a diploma.  As a fee-only, fiduciary financial planner, I love giving...
Picking Investments

Picking Investments

Tires Can Teach Us About Picking InvestmentsI bought new tires a few weeks ago in anticipation of my annual state inspection.  I was killing time in the waiting room at the shop and I started to think about financial planning analogies.  How could new tires possibly...