Leadership

September 1, 2021

What To Do in Retirement and Why it Matters

It’s finally time to retire. Now what? Do you spend time on the golf course? Are you looking forward to spending your days with your grandchildren? Do you already have a month-long vacation booked to Europe? Retirement looks different for everyone. It largely depends on age, lifestyle preferences, and personality. It’s about freedom and carefree days, right? So why does it matter what you do during retirement? The truth is that the days during your retirement matter just as much as the days preceding it, especially when it comes to your finances. Here are some tips on what you could […]
September 1, 2021

Make Retirement Great Again

As an advisor in the greatest country in the world, I’m blessed to work with fantastic clients. They have long aspired to a work optional lifestyle. Some chose to work part-time or volunteer for incredible causes. But most are fully retired, traveling the country, hiking, biking, enjoying family and grandkids, attending sporting events, pursuing hobbies, boating, skiing… the list goes on. Was it pure luck that landed these clients in such a great spot? I can tell you with 100% confidence that all of them are where they are because they envisioned it. They planned to become financially independent years […]
September 25, 2020

Patriotism. The American Dream. Freedom. Independence.

In 1777, my ancestor, Abraham Scharf, joined the York Militia. He was the first person in a long-line of my family that has served in the military. My Grandfather, Great Uncle, Father, and Uncle all served in the Navy. My Sister and I were in the Army. Currently, my niece, Nadia, is in basic training at Fort Leonard Wood, training to be a Firefighter in the Army. We are so excited for her, taking this huge step of commitment in her life. We have a number of great clients who are Veterans of all branches of military. Heroes such as these are why […]
September 25, 2020

Labor Day – The True Meaning

First off, happy Labor Day! We hope you have a nice, long weekend with family and friends. As you know, Labor Day is officially about celebrating the labor movement and the contributions made by laborers to our nation’s history. Unofficially, it’s become a day for fun in the sun. A day for barbecues and beach parties, picnics and parades. As we began planning our own family celebrations, we started thinking about the connection between both the official and the unofficial sides of the holiday. Because if you think about it, we couldn’t have one without the other, could we? Here’s what […]
September 11, 2020

My Choice, My Voice

There’s a great song by Pam Rose called “My Life”. I’ve listened to it hundreds of times. This song has motivated me and kept me grounded throughout my career. It’s great to listen to after a long day or just to get your mind back in line with the bigger purpose of your life. But the message of this song couldn’t be any clearer. It’s about having a purpose, having a vision, taking responsibility for your actions, and setting a course of your choice along your path. It’s about speaking up for yourself and owning up to your decisions. Click here to listen to […]
November 11, 2019

Thank You to all who have Served… Veterans Day 2019

The Tomb of the Unknown Soldier On March 4, 1921, the United States Congress approved the burial of an unidentified soldier who fought and died in World War I. He was buried on a Virginia hillside not far from the Potomac River in the Arlington National Cemetery—a symbol of those who have died to protect our freedoms. In respect, soldiers stand guard to protect his tomb. Intriguing … who was this man? What was his story? Why do soldiers stand guard? What makes today’s solider want to be chosen for this duty? How did this tradition come about? The Story […]