Ted Sweeney
Jeff Luckenbill

Two Meridian Boulevard, Suite 102
Wyomissing, PA 19610

(484) 926-7066

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Have A Question About This Topic?

Thank you! Oops!

Related Content

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.