September 2026 Market Recap
Market CommentaryOctober 7, 2026
Read the September 2026 Market Recap, covering stock market performance, consumer confidence, Federal Reserve policy, and the labor market.
401(a) vs 401(k): What Lehigh Valley Faculty and University Administrators Should Know
ArticlesOctober 7, 2026
A 401(a) is set by the employer's plan document and a 401(k) is built on employee deferrals. See how contributions, vesting, and rollovers may differ.
The Rule of 55: Early 401(k) Access for Lehigh Valley Pre-Retirees
ArticlesOctober 1, 2026
The Rule of 55 may waive the 10% early-withdrawal tax on an employer plan after you leave work. See who may qualify, what it does not change, and its limits.
Difference Between a 401(k) and a 403(b): Lehigh Valley Guide
ArticlesOctober 1, 2026
Compare 401(k) and 403(b) plans: who offers each, how 2026 limits and catch-ups work, and what university and hospital employees may want to review.
Social Security Claiming Strategies for Lehigh Valley Households
ArticlesSeptember 28, 2026
A decision framework for comparing Social Security claiming strategies across income needs, work, taxes, longevity, and spousal or survivor benefits.
Financial Planning Process: A Guide for Lehigh Valley Pre-Retirees
ArticlesSeptember 21, 2026
A practical guide to what a financial planning process can include for Lehigh Valley households approaching retirement.
Concentrated Stock Positions: Risks Across Your Financial Plan
ArticlesSeptember 16, 2026
A concentrated stock position can affect investment risk, taxes, retirement income, and estate planning. Learn the questions that can help place one holding in the context of a complete financial plan.
Why Managing Your Retirement Plan Matters to Your Financial Plan
ArticlesSeptember 14, 2026
A retirement plan is more than an account balance. Learn how contribution choices, account coordination, investment options, and distribution decisions can affect the rest of your financial plan.
Capital Gains Tax Planning for Retirees With Appreciated Stock
ArticlesSeptember 11, 2026
A practical guide to understanding capital gains tax, cost basis, taxable income, and the questions to consider before selling appreciated or concentrated stock in retirement.