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Join us tomorrow, April 27th, for Teach Children to Save Day, as we continue to empower the next generation with essential financial skills that will last a lifetime. Whether it’s setting up their first savings account or teaching the importance of budgeting, making financial education fun and accessible for all children is what this day is all about.
Leave a comment with some of the best advice you’ve received throughout your financial journey! 👇
Let`s check out the best budget-friendly meals around Doylestown, PA!
Scott Kleiman, AIF®, from SJK Wealth Management, shares his top dining spots, including the delightful Pho Happy Bowl in Buckingham Greene for delicious Vietnamese cuisine and the charming BYOB spot, Heirloom Doylestown, right here in the borough.
Discover tasty meals that won`t break the bank!
As Passover begins this evening, we extend our warmest wishes to you and your family for a truly meaningful and joyous celebration. May this special time be filled with cherished moments, reflection, and the beauty of tradition.
From our SJK Wealth Management family to yours, wishing you a Happy Passover!
Even though tax day has passed, it’s never too late to ensure your finances are in order! Check out this insightful video with Chris Tuck, CFP®, as he delves into reviewing your tax return and different line items, including codes for kids.
It’s a valuable lesson for optimizing your financial strategy year-round!
Exploring the great outdoors? Elizabeth LeMay, Operations Assistant at SJK Wealth Management, shares her favorite spots for outdoor adventures without spending a dollar.
From hiking and running at Lake Galena to rock climbing at Ralph Stover State Park, there`s no shortage of budget-friendly fun in our local parks.
Which outdoor activity do you enjoy most? Share your favorites in the comments below!
Unlock the secrets to tax-efficient retirement planning with Scott Kleiman, AIF® during this crucial time for tax planning!
Join us as we take a deep dive into valuable tips and strategies for optimizing rollovers and maximizing your retirement savings.
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