Blog
Education has been a hallmark and guiding principle of Financial Council since its inception. From presenting seminars and webinars for the faculty and staff of prominent institutions to ensuring each client and prospect feels more confident in their knowledge of investing each time they meet with us, education isn't just built into our practice; it's in the DNA of every member of our team.
Each entry on our Insights page is carefully curated for relevance and impact. We hope you visit often!
When Generosity Becomes a Planning Superpower
For many families, charitable giving is deeply personal—but not always intentional. Donations often happen reactively: a check written in response to a request, a quick online contribution, or support given in the moment without much...
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Financial Planning for Empty Nesters
Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But as you settle into your “empty nest,” you might be wondering, now what? It’s time to figureout how to adapt to your...
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LPL Financial Closes Its Acquisition of Commonwealth Financial Network
LPL Financial Closes Its Acquisition of Commonwealth Financial Network “Today, Commonwealth begins its next chapter supported by LPL’s advanced technology, robust wealth management portfolio, and expanded capital solutions, all while...
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Financial Council In The Press - Meg Stoltzfus and AARP
Meg Stoltzfus, Live Well Retirement Navigator, was tapped by AARP for her thoughts and insights on older adults making the move to 55+ communities.
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Why Artificial Intelligence Can't Replace Your Financial Advisor
Managing your finances has never been more convenient, thanks to artificial intelligence (AI). From automated investment strategies to real-time spending insights, AI tools are making it easier than ever to track and manage your money. But
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Financial Council In The Press - Meg Stoltzfus and Kiplinger
In a comprehensive interview for Kiplinger, Meg Stoltzfus recently discussed her views around "housing navigation" with David Conti. Because these types of services are integrated into our complimentary Live Well Retirement...
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LPL Financial to Acquire Commonwealth Financial Network
Press Release Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assets Commonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. Power Founder of Commonwealth to assume advisory role...
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Financial Council In The Press - Bill Leeb and Next Avenue
Recently, Bill Leeb sat down with Steve Mencher of Next Avenue to discuss his thoughts on having money left over at the end of life. As this is a common question from clients, Bill was able to relay valuable perspectives on this...
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How to Create Stronger Passwords and Protect Your Online Accounts
In today’s digital age, safeguarding your financial information online is more crucial than ever, but let’s face it—figuring out how to do that effectively can be a bit of a headache.
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