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Articles

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Bryan Pecherek | Dec 28, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Mother and daughter cooking and laughing
Bryan Pecherek | Dec 21, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Bryan Pecherek | Dec 14, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Woman in a suit holding a piece of paper. She is in an office setting.
Bryan Pecherek | Dec 7, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Bryan Pecherek | Nov 30, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Bryan Pecherek | Nov 23, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Man reading newspaper next to laptop and phone
Bryan Pecherek | Nov 16, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Bryan Pecherek | Nov 9, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Bryan Pecherek | Nov 2, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Couple walking in a field with the ocean in the background
Bryan Pecherek | Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Professionally dressed man and woman looking at a tablet
Bryan Pecherek | Oct 19, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Set of keys beside miniature house
Bryan Pecherek | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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335 W Butler Ave
Chalfont PA 18914

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P: 215-996-3778
F: 215-996-3779
Bryan.Pecherek@LPL.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Merck Sharp & Dohme Federal Credit Union (MSDFCU) and New Britain Financial Advisors are not registered as a broker-dealer. Registered representatives of LPL offer products and services using New Britain Financial Advisors, and may also be employees of MSDFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MSDFCU or New Britain Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

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