Financial Education Articles
In March 2020, the World Health Organization declared the COVID-19 outbreak a pandemic. Conrad Siegel’s Pennsylvania offices were abruptly closed on March 19, 2020, under…
Very few things in life are as important as getting your financial house in order. While many New Year’s resolutions dissipate rather quickly, here are…
The Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, was signed into law on Friday, December 20th, 2019. This…
Video Insights & Webinars
Conrad Siegel’s Thomas Terhaar, CFP®, ChFC® dives into the topic of estate planning and what it means for you.
Members of our investment team join together to discuss investing in a volatile market.
Conrad Siegel is joined by Apollo Lupescu to discuss the options investors have in mitigating market downturns.
News & Media
ABC 27: Student loan debt during the pandemic
In the News
ABC 27: Investing during the pandemic
In the News
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Financial Tools
Personal Roadmap
Our Personal Roadmap provides a central location that allows you (or other family members) to keep track of your overall financial situation. Here you can house information about accounts you own, where they are held, different insurance policies, estate planning documents, etc.
Budgeting Resources
Whether for your own use or to pass along to the next generation, we have several resources to help track expenses or for budgeting purposes. Having a good sense of how you are spending your money is an important component of a solid financial plan.
Digital Assets Worksheet
It can be important to keep track of your digital assets as well.
Am I on track?
Use this resource to answer the common question: “Am I on track with my finances?”