Brad Mentzer

(717) 249-6327

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

 

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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.