Financal Insights | Roffman Miller Wealth Management, Philly

Are You Following the Financial Herd?

Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in…
5 Things You Didn’t Know About 529 Plans

When it comes to saving for your child’s education, 529 plans are a popular choice due to their tax advantages and…
Having the “Money Talk” with Aging Parents

Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether.…
Social Media’s Impact on Your Money Mindset

There are a variety of viewpoints on how social media influences our society – both good and bad. After all, some…
What’s Your Financial “Why” for the New Year?

With wealth comes an expansive list of financial opportunities: paying down debt, upgrading homes, maximizing retirement savings, or supporting future generations.…
Don’t Let Comfort Cost You: Status Quo Bias

Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as…
5 Estate Planning Considerations

Creating a comprehensive estate plan is a key step in ensuring your wishes are honored and your loved ones are cared…
5 Financial Misconceptions About Retirement

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if…