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Investments

Investments and investment strategies are crucial to fulfilling your financial goals. You can be investing for something in the near future such as a down payment on a house or you could be looking to do something long term, such as retirement planning. Who you choose to help you invest is one of the most important factors in reaching your goals. Our investment advisors in Lancaster County, PA (near Ephrata, Lebanon, Lititz, New Holland, and Reading, PA) can help.

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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<p>Estimating the Cost of College</p>

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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<p>Contributing to an IRA?</p>

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."