Category: Financial Fitness

Don’t Be Shy when interviewing financial advisors

September 19, 2019 | Bob Hapanowicz

This article appeared in the November 2017 edition of Nevillewood Living. In our society, there is no shortage of providers of financial services and advice. Many are very pleasant to deal with, some are talented, a few of them are both. This landscape can make the process of choosing a financial advisor somewhat overwhelming, particularly for those with little or...

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The Financial Security of America’s Now and Future Retirees

July 17, 2019 | Bob Hapanowicz

This article appeared in the June 2019 edition of Nevillewood Living. It is hard to argue with the conclusion that it has been a great time to be an investor.  For the decade that ended December 2018, the stock market has returned over 13% on an annual basis.  Patient and disciplined investors have been rewarded with substantial increases in their...

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What To Do if Your Adult Child Asks You for Financial Help

July 17, 2019 | Christina Hapanowicz

This article appeared in the April 2019 edition of Nevillewood Living. Money – a positive source of opportunity, choices and time – can often also be the source of anguish and conflict. This is especially true for families whose members may view money, and spend it, differently. The enormous sensitivity that can build around a person or family’s wealth is...

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