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    • About Lewis
    • Testimonials
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Holiday Budgeting for Needs, Wants, and Everything in Between

  • Post author:Lewis Knopf
  • Post published:October 24, 2025
  • Post category:Uncategorized

As the holidays approach, even the most financially disciplined families can go off track with their spending. The cost of gifts, decorations, travel, and entertainment adds up quickly, and it’s…

Continue ReadingHoliday Budgeting for Needs, Wants, and Everything in Between

Financial Literacy Essentials as You Age – Part I

  • Post author:Lewis Knopf
  • Post published:April 7, 2025
  • Post category:Uncategorized

Financial literacy is important throughout our lives with different information needed at every stage. As we get older, ensuring that we don’t outlive our savings, and we can maintain our…

Continue ReadingFinancial Literacy Essentials as You Age – Part I

How to Set Financial Goals for Next Year

  • Post author:Lewis Knopf
  • Post published:December 2, 2024
  • Post category:Money Management/Uncategorized

With the year-end approaching, it’s a good time to take stock of your finances and plan for next year. If you want to improve your financial situation (and who doesn’t),…

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Protecting Important Documents in Case of a Disaster

  • Post author:Lewis Knopf
  • Post published:October 24, 2024
  • Post category:Uncategorized

Your disaster plan should include securing important papers that are difficult to replace and may be needed in the recovery process.

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Can You Afford to Give Money to Your Adult Children?

  • Post author:Lewis Knopf
  • Post published:August 12, 2024
  • Post category:Money Management/Uncategorized
  • Post comments:0 Comments

It’s natural to want to help your kids even after they’ve become adults. These days it can feel like a necessity with the high cost of college, housing, and other…

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8 Tips for Resolving Financial Disputes with Your Spouse

  • Post author:Lewis Knopf
  • Post published:June 25, 2024
  • Post category:Uncategorized
  • Post comments:0 Comments

Are you and your spouse on the same financial page? Money is a leading cause of marital problems because conflicts are often about more than dollars and cents. How we…

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Smaller than Expected Tax Refund? Three Things You Should Consider

  • Post author:Lewis Knopf
  • Post published:March 8, 2023
  • Post category:Uncategorized
  • Post comments:0 Comments

Tax Refund Did you do your tax return and discover that your refund won’t be as large as you thought? Finding out that you won’t get the money you counted…

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Men’s Health Month

  • Post author:Lewis Knopf
  • Post published:June 21, 2021
  • Post category:Uncategorized
  • Post comments:0 Comments

With Father’s Day falling squarely in the middle of June, what better time to focus on the health of not only dads, but all the men in our lives? Since…

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Celebrating Senior Citizen Day [August 21st]

  • Post author:Lewis Knopf
  • Post published:August 13, 2020
  • Post category:Uncategorized
  • Post comments:0 Comments

          “Do not regret growing older. It is a privilege denied to many.” The source of this famous quote is unknown, but the words still ring…

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Resolutions for Seniors

  • Post author:Lewis Knopf
  • Post published:January 15, 2020
  • Post category:Uncategorized
  • Post comments:0 Comments

It’s 2020!  Gyms are overcrowded, cigarette sales are dropping, and for the next couple of weeks people will enthusiastically, albeit perhaps temporarily adhere to their resolutions.  While self-improvement is an…

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