August 21, 2025

chester county

Finance

Terms you need to know for 2025 ‘open enrollment’

Open enrollment season is just around the corner. For most, this is the only time of year when you have a chance to make changes to your employee benefits package, including your health insurance. (The exception is if you experience a qualifying event, including but not limited to marriage, divorce, having a baby, etc.). To

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Crypto

A look at Bitcoin and the rise of cryptocurrency

When the Bitcoin Conference happened in May 2025, it coincided with a meeting with clients who asked, “What is Bitcoin?” The first Bitcoin Conference was held in NYC many years ago, and now there are several each year around the world, reflecting how cryptocurrency is a global force attracting significant investment and attention. Bitcoin is

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Finance

Evaluating life insurance needs over time – The Mercury

It’s easy for many of us to approach life insurance with a “I’ll handle that later” or a “set it and forget it” mindset, and to assume that you have time to sort out the details of adequate insurance coverage down the road. Yet, life insurance can play a key role in protecting your loved

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