Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

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Learning Center


Gene regularly writes guides on current financial topics that are posted here for your use. Check back regularly for new postings! Click on the links below to download a guide or contact us and we'll send it out to you.

"Is It Legal to Pay Income Taxes Once and Never Again?"
Roth Conversions - A Question With Many Answers

"Understanding Investment Portfolio Management"

"Estate Planning is Not For You - It's For Those You Love"
Ten Answers to Calm Your Fears and Save Your Money

"Take 20 Steps Today to Cut Your Income Tax Bill"
Or Take Two Aspirin When You File Your Tax Return

"401(K)s - Might Be the Best Thing Since Sliced Bread"

                    Required Minimum Distributions


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