RKL LLP, which has offices in Lancaster and the Lehigh Valley, has launched a new group of services aimed at people with significant wealth. 

Life planning can boil down to a series of questions about how someone likes to spend their time and what is important, he said. Questions about travel or volunteer work are part of the equation.

With the pandemic creating more time in many peoples’ lives along with more free time at home people seem to be paying more attention to financial planning, said Joyce Petrenchak, senior vice president and wealth strategy regional manager for PNC Bank’s northeast region.

Christopher Cassel, 37, has spent more than 15 years in wealth management and public accounting, with experience in financial planning, investment management, corporate retirement plan consulting and business succession planning. He joined Harrisburg-based Sevenbridge Financial Group earlier this year as a senior wealth adviser.

How can individuals proactively guard against volatility to preserve their retirement dreams? Here are a few tips “to keep calm and carry on” to retirement.

Successful investing is only one percent intellectual and 99 percent behavioral. Even if you think you know what you’re doing as an investor—the intellectual part—you still face a huge challenge in the area that matters the most: the behavioral department.

A state representative from East Stroudsburg, Rosemary M. Brown, has introduced House Bill 858, which would encourage savings accounts with some of the excitement of a lottery or raffle.

Managers at Conrad Siegel looked at personal-finance statistics from a variety of sources and figured there must be a better way to help clients and their employees plan for a secure future. So the Harrisburg-based employee-benefit and investment-advisory firm set about to create online planning tools that would take at least some of the mystery, as well as the stress, out of financial planning.

Andrew Barninger, 30, joined Personal Wealth Advisory in 2013 and was recently named partner. He will be involved in launching NextPhase, which will focus on business transition planning.

The best thing we can do is be prepared and put a plan in motion.