When is the Best Time to Retire? | Advent Partners
When is the best time to retire? It seems like such a simple question, and yet there are no simple answers. Indeed, identifying the “right” time retire is a different—and deeply personal—decision for every single person, one that requires careful consideration of your personal goals, financial readiness, and health outlook. The “right” time can also […]
What Does the Bible Say About Debt?
You probably don’t enter many financial decisions thinking, “I want to be in debt.” And yet, for many Americans, debt—especially credit card debt—has become a way of life. According to Bankrate, 46% of credit cardholders carry a credit card balance, and nearly a quarter of those cardholders (23%) don’t think they’ll ever pay that balance […]
Northeastern Star Asset Management Joins Advent Partners
Financial planning firms in Adams and Cumberland Counties blend expertise and offerings to better serve clients across Pennsylvania and nationwide.
What is the Best 401(k) for Small Business Owners?
As a small business owner, you wear many hats – CEO, marketer, accountant, and chief problem-solver. So, planning for retirement shouldn’t become another overwhelming burden. The right 401(k) plan can be your strategic advantage, helping you secure your financial future, diversify your assets beyond your business, and attract and retain valuable employees. Choosing the best […]
7 Tax Deferral Strategies to Help Boost Your Long-Term Wealth
Taxes may be inevitable—but paying certain taxes can often be timed in your favor if you know how to employ the right tax deferral strategies for your situation. Tax deferral strategies operate on a simple principle: money you don’t pay in taxes today can grow and compound over time through smart investments. This can create […]
The College Affordability Myth: Why Private Education May Cost Less Than You Think
The following guest editorial by managing partner Jim Dunlop appeared in the August 23, 2025 edition of PennLive. Subscribers can view the published article here. If you’re not a subscriber, click here to download the published edition. It’s back-to-school season, and as many students begin their final years of high school or first semesters at […]
6 Ways to Improve Your Charitable Planning Now
If you sometimes worry that your approach to charitable planning isn’t quite as strategic as it should be, you’re not alone. Indeed, a 2024 study by Wells Fargo* found that more than half of all Americans surveyed (57%) want to be more strategic in their charitable giving. But here’s the good news: it’s not too […]
The Central Penn Business Journal’s 2025 Power List for Banking, Finance, Accounting, and Wealth Management
Advent Partners’ Managing Partner Jamie French was recently named on The Central Penn Business Journal’s 2025 Power List for Banking, Finance, Accounting, and Wealth Management. Read more about his accomplishment below! Read full article >
Jim Dunlop Named to AdvisorHub’s 100 Advisors to Watch List for 2025
🎉 Big congratulations to Jim Dunlop on being named to AdvisorHub’s 100 Advisors to Watch – 2025! Jim’s leadership and commitment to excellence have earned him a spot among the largest and fastest-growing practices led by advisors under 45. We’re excited to celebrate this well-earned recognition! 🔗 Check out the full list here: https://www.advisorhub.com/advisors-to-watch-next-gen-2025/
Understanding Your Family’s Senior Living Options
Choosing the right senior living community can be one of the most significant decisions you will face as you or your loved ones get older. But with nearly 31,000 senior living communities nationwide—and more being developed every day to accommodate our nation’s aging population—navigating today’s senior living options can feel overwhelming. This guide, created in […]
