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Plymouth Meeting Office

1000 Germantown Pike,

Suite C-1
Plymouth Meeting, PA 19462

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

Surprises

Making the most of surprises is a great reason to work with us.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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