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Teetertotter Market or Wall of Worry?

by Ralph Bender, MBA, CFP® | Business, Featured – Blog, Market Update, Market Volatility, Volatility

GrandpaLand is a swing, trampoline, hammock, and a teetertotter in the shaded corner of our back yard. On Thursdays, the “littles,” as we call the grandkids under seven, spend the day with Grandma, while their respective parents get some work done. GrandpaLand...

Path Lit by Lightning; the Life of Jim Thorpe

by Ralph Bender, MBA, CFP® | Biography, Book Review, Bronze Medal, History, Non-Fiction, Sports

by David Maraniss Reviewed by: Ralph Bender, MBA, CFP® Growing up in the Pocono Mountains of Northeastern Pennsylvania, I knew of Jim Thorpe not as the world’s greatest athlete but as a little town in the next county with a weird name. How did it get named after an...

How Can I Improve My Financial Habits?

by Ralph Bender, MBA, CFP® | Financial Plan

I wish I knew how to coherently describe the process of fixing your bad habits. This may be snarky, but if you spend too much, you must quit doing that. Of course, that’s like telling a person struggling with their weight to eat less. It may be obvious; it isn’t going...

Mom moves in: A Sandwich Generation story

by Ralph Bender, MBA, CFP® | Case Studies

Mandi works as a pre-op nurse, getting a steady stream of patients cleaned, shaved, and, most importantly, mentally prepared for the procedures that their doctors prescribe. Husband Mike teaches math and history at their kids’ private school and enjoys his additional...

When should I expect my 1099 For Tax Year 2022?

by Ralph Bender, MBA, CFP® | Featured – Blog, Taxes

Tax season is upon us, and you need forms from LPL so that you can get this annual job completed. If you’ve got retirement accounts, LPL began mailing the 1099-R (for retirement) on January 17. The forms for taxable, non-retirement accounts are more complex to...
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