Kristen Hoey at Prudential Advisors

Great day at the Clark Capital Due Diligence in Philadelphia, PA with my partners Chris and Susan! The meeting focused on the portfolio managers’ processes, their insights regarding the markets, and the ways we can add value for our clients. The best part was us getting to meet the team behind it all! Thanks to the team at Clark Capital for having us and their continued support.

Great time at the Frank and Beans dinner last Thursday! Reach out to us if you want more information on financial planning and how we can help.

What's the future for Generation Beta? 80% of Beta parents-to-be think retirement savings should start the day they’re born. It’s never too early, or too late, to protect your life’s work. Learn how Prudential can help you start planning today. http://www.prudential.com/betababies

Wishing everyone a Merry Christmas and safe, healthy holiday season!

Keeping Cool in Volatile Markets Reacting emotionally to market swings can create additional risk that could negatively affect your long-term portfolio performance.

Rolling Over Funds from an Employer Retirement Savings Plan: What You Need to Know There's a lot to consider before you roll funds over from an employer-sponsored retirement plan.

Do you know what pickleball and planning for your retirement have in common?

They both require strategy!

Great event yesterday discussing social security benefits and playing some pickleball!

If you need help with strategies for your social security benefits or with retirement planning, please reach out to Me to learn more at 856-574-9405.

Wishing everyone a Happy Thanksgiving!

Had a great time at the 51st annual Fischang Cicchetti road race this past weekend! My favorite run of the year!