Subscribe to stay informed!
For small business owners like Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, every second spent on administrative tasks like bookkeeping and payroll is time…
Are you striving for greater tax efficiency? In retirement, it is especially important and worth discussing. A few financial adjustments may help you manage your…
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are…
Social Security has been a fact of retirement life since 1935. But how much do you really know about it?
When you should take Social…
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from…
“Audit” is a word that can strike fear into the hearts of taxpayers.
However, the chances of an Internal Revenue Service audit aren’t that…
The Chester County Chamber of Business and Industry (CCCBI) will present Bobby Kagel, County Administrator for Chester County, with the J. Larry Boling Award for…
Only four in ten Americans have a home inventory, despite the fact that 3.4 million Americans were displaced by natural disasters in 2022.1…
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions…
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic growth or…
Local community and business leaders recently gathered at the Chester County Council, Boy Scouts of America’s Program, Activity, and Resource Campus (PARC) in Exton…
A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, inspiring…
Penncrest High School graduate Kimberly Brumbaugh is the founder and Managing Partner of Brumbaugh Wealth Management, an Exton-based firm with a mission to secure…
BSA VISTA Leadership Megastars — an initiative that the Chester County Council, Boy Scouts of America launched in 2021 with VISTA Today — is ready to unveil…
Last month, VISTA Today honored its 2023 Class of VISTA Millennial Superstars at Penn State Great Valley in Malvern with an unforgettable evening.
VISTA Today…
Brumbaugh Wealth Management, a strategy-driven firm based in Exton that creates comprehensive and flexible financial solutions that help pursue the needs of today while…
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become…
The use of mobile payment apps and person-to-person (P2P) payments are more popular than ever, giving businesses and consumers the ability to send…
Outstanding achievements and significant contributions to the Chester County community are what makes a leader, or in this case, a superstar.
On Thursday evening at…
For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system as outlined in…
The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, Jan. 23, 2023.
Tips for…
Exton-based Brumbaugh Wealth Management has welcomed Emily Howell as the newest addition to the team. She joined the firm as an intern in May…
The Chester County Chamber of Business & Industry (CCCBI) hosted its most prestigious event of the year, the 2022 Annual Awards Celebration at Longwood Gardens…
On Thursday, Nov. 3rd, the Chester County Chamber of Business & Industry (CCCBI) will host its most prestigious event of the year, the 2022 Annual…
Exton-based Brumbaugh Wealth Management — one of the leading, independent financial services firms in the Delaware Valley — has opened a new office in Greensboro, N…
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to…
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That…
The United Way of Chester County is continuing its critical Mobile Home Tax Reassessment initiative and has an ambitious goal of completing 500 successful appeals…
The partnership between Exton-based Brumbaugh Wealth Management and United Way of Chester County is among this year’s Faces of Philanthropy, writes Lisa Dukart…
It often feels like looking for work either means a low-paying role with plenty of openings or a high-paying role with so much…
One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s pedestal. The publisher Joseph…
Here are some things to consider as you weigh potential tax moves between now and the end of the year:
1. Defer income to next…
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
One study of…
Many people have a clear vision of what their ideal retirement looks like. Some desire vacation homes in tropical destinations, while others plan to spend…
After a one-year hiatus due to the pandemic, United Way of Chester County will again host Live United in Music on Thursday, Sept. 30…
Based in Exton, Brumbaugh Wealth Management is one of the leading independent financial and estate planning firms in eastern Pennsylvania, and the pandemic provided it…
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement.
In its annual Retirement…
Albert Einstein once said that “the most powerful force in the universe is compound interest,” referring to it as one of the greatest “miracles” known…
The United Way of Chester County is continuing its Mobile Home Tax Reassessment initiative and has an ambitious goal of completing 500 successful appeals this…
VISTA Today honored its 2021 Class of VISTA Millennial Superstars earlier this month at a hybrid event at Victory Brewing Company in Parkesburg.
Despite the…
Exton-based Brumbaugh Wealth Management – one of the leading, independent financial services firms in the Delaware Valley – has announced that Christopher J. Martin has joined…
At lunchtime on the first Thursday of the month, the staff of Home of the Sparrow gathered at the nonprofit’s Exton office to celebrate…
Selflessness is the key to superstardom.
That fact was evident after hearing the short speeches of this year’s VISTA Millennial Superstars on Thursday afternoon…
The much-anticipated time has finally arrived, and VISTA Today – in partnership with the Chester County Economic Development Council, Wilmington University, Brumbaugh Wealth Management, Malvern…
Join the Brandywine Health Foundation on Thursday, Dec. 3 from 12-1 PM for a stimulating conversation about how COVID-19, racial equity, and the…
The road to better health may sometimes involve an extra expense here and there, but you should be careful about wasting money on diet ideas…
As we are in the final days before the election, you may be concerned how the outcome might impact the market.
We expect volatility, particularly…
Matthew C. Mayer has joined Exton-based Brumbaugh Wealth Management as Director of Financial Planning.
Mayer was most recently employed as a Client Account Administrator…
VISTA Today and presenting sponsor Penn State Great Valley are searching for 40 of Chester County’s most dynamic leaders under 40.
“Do you know…
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account…
Brumbaugh Wealth Management, an independent financial services firm based in Exton with a satellite office in Berwyn, has partnered with Carson Choice Retirement Solutions in…
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you…
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits…
For as long as there has been a stock market, investors have sought a reliable framework to determine the future direction of prices. Success has…
Eleven medical workers in Chester County are among Main Line Today’s 2020 Healthcare Heroes who are redefining medicine in the region, writes Melissa Jacobs…
If there’s one thing that will long be remembered once the COVID-19 pandemic is a thing of the past, it’s the way…
Kimberly J. Brumbaugh, LUTCF, Founder and CEO of Brumbaugh Wealth Management, will present a market discussion on April 2 from 8:30-9:30 AM…
Kim Brumbaugh, the CEO of Brumbaugh Wealth Management, will host a conference call on Thursday, April 2 at 8:30 AM to discuss the status…
By Kim Brumbaugh
During the last week of February 2020, the S&P 500 lost 11.49 percent — the worst week for stocks since…
Kimberly Brumbaugh of Exton-based Brumbaugh Wealth Management and Bill and Stephanie Kalogredis, attorneys at Lamb McErlane in West Chester, are among this year’s…
“Chester County is one of the most amazing places in the world,” said Matthew Holliday, the Executive Director of the Chester County Bar Association. “People…
Who among us wants to pay the IRS more taxes than we have to?*
While few may raise their hands, Americans regularly…
Do you have an amazing, accomplished woman in your life?
The Southeast Pennsylvania/Southern New Jersey Division of the March of Dimes is seeking nominations…
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from…
VISTA Today, in conjunction with the Chester County Economic Development Council, recently launched VISTA Millennial Superstars, an annual initiative to honor emerging leaders who are…
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought…
Influential. Determined. Entrepreneurial. Passionate. Creative. Intelligent. Inspiring.
Those are just a few of the words that describe the inaugural class of VISTA Millennial Superstars, an…
The $1.4 trillion spending package enacted on Dec. 20 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which…
Brumbaugh Wealth Management, LLC has announced that its CEO, Kimberly Brumbaugh, has been appointed to the Chester County Hospital Foundation’s Board of Directors.
Chester…
Phoenixville native Andrew Storti is a Partner and the Chief Operating Officer of Brumbaugh Wealth Management, an Exton-based firm that helps clients secure their…
The wait is over! VISTA Today is excited to announce its inaugural class of VISTA Millennial Superstars.
In October, in partnership with Chester County Economic…
In October, in partnership with the Chester County…
United Way of Chester County recently hosted Live United in Music, an annual fundraiser that benefits its Financial Stability Center, at Penn Oaks Golf Club…
First Priority Bank, a division of Mid Penn Bank, has announced the members of its newly formed South East Business Development Advisory Board.
This group…
Rarely a week goes by when there is not an important event – a dinner gala, networking luncheon, speaker series, workshop, seminar, golf outing, or some…
Sweet Jane’s Wish Foundation is a relatively new nonprofit that was created to honor the memory of Downingtown native Jane Gerlach Booge, an active…
The roots of Whitford Country Club in Exton were planted in generosity.
In 1955, a gentleman named Al Ostheimer gifted 168 acres to “share the…
On May 13, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more…
YMCA of Greater Brandywine
Registration for the spring season of the Girls on the Run and STRIDE programs is under way until March 10, with…
The Southeast Pennsylvania/Southern New Jersey Division of the March of Dimes is seeking nominations for its 30th Annual Salute to Chester County Women of…
Mid Penn Bancorp has appointed Kimberly Brumbaugh to its Board of Directors, to be effective Feb. 27.
Brumbaugh is the founder and CEO of Exton…
Brumbaugh Wealth Management, a strategy-driven firm based in Exton that designs comprehensive and flexible financial solutions for clients that help meet the needs of…
VISTA Today’s leadership profiles began in January 2015, a month or two after our formal launch at the Chester County Economic Development Council’s…
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year:
Set aside…
The Chester County Economic Development Council held its annual golf classic on Monday, September 17 at French Creek Golf Club. A total of 219 golfers…
Intermittent heavy downpours didn’t dampen the numbers or the enthusiasm of the thousands of spectators who lined the streets of downtown West Chester to…
For the last 13 years, families and sports enthusiasts alike have made plans to visit West Chester for the most popular summer event of the…
From pumping money into the economies of small towns to revitalizing disinvested areas in large cities, bike racing and cycling in general are breathing economic…
Cycling fans have a new way to keep up with the pro action leading up to the Benchmark Twilight Cycling Classic taking place on Saturday…
On Saturday, Aug. 11, West Chester will become a hotbed of family-focused fun and excitement with the 14th edition of the Benchmark Twilight Cycling…
Cyclists who want to test their mettle will get the chance on Saturday, Aug. 11 on the campus of Rustin High School during the Rothman…
On Thursday, July 12, a group of local corporate presidents will put the pedal to their mettle in the Battle of the Presidents Trike Race…
On July 12, 2018, a group of local corporate presidents will put the pedal to their mettle in the Battle of the Presidents Trike Race…
At the time Brumbaugh Wealth Management signed on as sponsor of the pro women’s bike race in 2016, it also signaled a commitment to…
Hundreds of young cyclists will enjoy some of the same emotions that the pros feel when they descend on the streets of downtown West Chester…
In a little more than two months, 250 volunteers will be needed to support the Benchmark Twilight Cycling Classic that takes place on Aug. 11…
Two of the East Coast’s premier professional bicycle races have been announced to take place on Saturday, Aug. 11 in the streets of downtown…
Grab a cup of java and call in …
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Brumbaugh Wealth Management in Exton, is presenting a…
For Kim Brumbaugh, the key to success is people – the people she employs and the people whose finances she helps to manage.
“It starts with…
More than 75 percent of full-time workers in the U.S. live paycheck to paycheck.
Even more alarming?
More than half say they’re…
By Chris Cooper
Brumbaugh Wealth Management in Exton is looking to the future with new, contemporary office space, additional staff, and an outreach to the…
A decade’s worth of data is revealing the impact of the Chester County Economic Development Council on one of Pennsylvania’s most-thriving economies…
Brumbaugh Wealth Management, a financial services firm based in Exton that serves clients coast to coast, has unveiled a new website.
Brumbaugh Wealth Management is…
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Exton’s Brumbaugh Wealth Management, is presenting a complimentary event called Koffee with Kim on Thursday…
The United Way of Chester County recently honored local businesses and community partners for their enthusiasm and dedication to its mission to fight for the…
West Chester was buzzing with cycling action last Saturday, August 12, as thousands of spectators lined the streets to watch kids racing on bikes, adults…
With the sun setting on Saturday, more than 125 pro cyclists raced through the historic streets of downtown West Chester in the Benchmark Twilight Cycling…
Although there will be well over 150 top professional cyclists competing in the upcoming Benchmark Twilight Cycling Classic, there are four key riders to watch…
Although the name has changed to the Benchmark Twilight Cycling Classic, you can still count on the fun and excitement of past years.
Thrill to…
Cyclists in all categories are invited to participate in The Rothman Institute Amateur Trials being held on Saturday, August 12, at Bayard Rustin High School…
On Saturday, August 12, hundreds of boys and girls who have dreamed of competing in a bike race will have an opportunity to do just…
The Greater West Chester Chamber of Commerce, organizer of the Benchmark Twilight Cycling Classic, has announced that equal prize money will be awarded for this…
The wildly popular Tolsdorf Trike Challenge will once again take place on West Chester’s Gay Street as part of the Benchmark Twilight Cycling Classic…
Greater West Chester Chamber of Commerce Education Foundation
The Greater West Chester Chamber of Commerce Education Foundation recently held its annual luncheon at the West…
Honoring a tradition that goes back to Mayor Ed Rendell, Philadelphia Mayor Jim Kenney accepted an invitation from the Chester County Chamber to address its…
The Brandywine Health Foundation for a Greater Coatesville will host an educational luncheon featuring an expert panel discussion moderated by Maiken Scott, WHYY’s Behavioral…
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Brumbaugh Wealth Management, along with guests from J.P. Morgan, are presenting a complimentary event called…
Regarding last Thursday’s fundraiser for the United Way of Chester County at the Penn Oaks Golf Club in West Chester, the evening and venue…
Exton’s Brumbaugh Wealth Management has stepped in as Lead Sponsor for Thursday’s United Way of Chester County Live United in Music event.
The…
Andrew Storti, a partner and the Chief Operating Officer at Brumbaugh Wealth Management in Exton, was recently honored in Oklahoma City as one of the…
As a child, Dwayne Walton never would have imagined himself eating lunch at one of the premier country clubs in one of the most affluent…
It’s practically a trade secret that ensures their prosperity: Chester County’s most valuable leaders this year count the community in which they work…
Ed Hart felt compelled to accept the reins of the Whitford Charitable Fund Classic when his predecessor Bruce Hockman – whose idea it was to raise…
Racers took to the streets of West Chester on Saturday, August 20th for the 11th annual Iron Hill Twilight Criterium Race Series.
I had the…
A record field of amateur and professional male and female cyclists pounded the pavement of historic downtown West Chester and thrilled the community during this…
Come Saturday, the kids will lead the way to downtown West Chester for a day of family fun. A back-to-back-to-back lineup…
Those unable to make it to this year’s Iron Hill Twilight Race Series in West Chester are in luck, as both the pro men…
Brumbaugh Wealth Management Group has taken the lead sponsorship role of the West Chester’s women’s pro cycling race. The Exton firm founded by…
Making moves to climb the career ladder can be exciting, and the right moves can propel you toward the job you’ve always dreamed of…
The far-reaching global success of Vanguard Group has made just as big an impact in the world-class investment leader’s backyard as it…
After weeks of speculation and debate over the so-called “Brexit”, British citizens have voted to withdraw from the European Union. As is often the…
Mariachi music and fireworks wowed over 500 guests as the Brandywine Health Foundation celebrated its 15th year of serving the Coatesville area community during this…
The Southeast Pennsylvania Division March of Dimes will honor three outstanding women from Chester County at the annual Salute to Women of Achievement event on…
Here’s what’s happening on Tuesday and Wednesday in Chester County Datebook.
On Tuesday, Brumbaugh Wealth Management is presenting “Coffee with Kim” – an informative…
Here’s what’s happening on Tuesday in Chester County Datebook.
Brumbaugh Wealth Management is presenting “Coffee with Kim” – an informative conference call on the…
Kimberly J. Brumbaugh, LUTCF and Founder and CEO of Brumbaugh Wealth Management, is presenting a complimentary event called Coffee With Kim on February 2, 2016…
Showing its continuing involvement in helping to make things better within the local community, Brumbaugh Wealth Management, the firm which emphases comprehensive planning driven by…
Kimberly J. Brumbaugh, the founder and CEO of Exton based Brumbaugh Wealth Management recently attended the annual Barron’s Top Women Adviser’s Summit. The…
Members of the Whitford Country Club in Exton have teed off on a remarkable drive to score a better quality of life for their neighbors…
By Kim Brumbaugh, Founder & CEO of Brumbaugh Wealth Management
We have come a long way since the financial crisis of 2007 and 2008. As…
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s…
For most Chester County residents, SPARC is an unfamiliar acronym. For parents of children with Autism Spectrum Disorder or other behavioral challenges, it means an…
Chester County’s 2015 Small Business of the Year has put sound advice into action by upgrading its image with a modern new look and…
Financial planner Andrew M. Storti has been promoted to partner and chief operating officer at Brumbaugh Wealth Management in Exton.
Storti, a licensed financial planner…
Michael S. DiFrancesco is the new director of business and account management at Brumbaugh Wealth Management of Exton.
DiFrancesco was most recently a personal financial…
The Chester County Chamber continues with a special tradition in 2015: The Small Business Dinner- A Salute to the Spirit of Free Enterprise.
This event…
Next week when County business and community leaders gather at the Chamber’s annual salute to small business, they will honor and celebrate the achievements…
Impressive successes, deep involvement in the community and innovative solutions to overcoming obstacles have propelled Wealth Management to the top of the list for the…
The Chester County Chamber of Business & Industry (CCCBI) elected the following new board members last month:
Bernie Ciuffetelli, COO, To-Jo Mushrooms;
Duane Knecht…
Brumbaugh Wealth Management of Exton will be honored as the Chester County Chamber of Business and Industry Small Business of the Year when the organization…
Before we send you to this site, please subscribe to our daily newsletter.
