Kim Brumbaugh
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Brumbaugh Wealth Management: Retirement Confidence Remains Strong, Despite Pandemic
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…
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Brumbaugh Wealth Management’s Andrew Scheppegrell Helps Millennials Secure Their Financial Futures
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…
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Money-Draining Food Myths
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…
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Concerned How the Outcome of the Election Might Impact the Market? This Info Should Allay Your Fears
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…
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Brumbaugh Wealth Management: IRS Clarifies COVID-19 Relief Measures for Retirement Savers
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…
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Brumbaugh Wealth Management Announces Strategic Partnership with Bala Cynwyd-Based RIA
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…
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How to Make the Tax Code Work for 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 – whether…
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The Ivory Tower Changes Wall Street
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…
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Brumbaugh Wealth Management Teams Up with Local Caterer to Provide Lunch to Healthcare Workers
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 communities have rallied…
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Kim Brumbaugh to Discuss Market Status, How to Respond on Conference Call Thursday
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 of…
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Coronavirus Concerns? Consider Past Health Crises and Their Effects on the Market
By Kim Brumbaugh During the last week of February 2020, the S&P 500 lost 11.49 percent — the worst week for stocks since the 2008…
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You’ve Allocated Your Assets; You Just May Not Realize It Yet
By Kim Brumbaugh If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from…
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Financial Success Is the Outcome of a Journey That Starts with Education
By Kim Brumbaugh Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought.…
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SECURE Act Represents Most Sweeping Set of Changes to Retirement Legislation in Years
By Kim Brumbaugh The $1.4 trillion spending package enacted on Dec. 20 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had…
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Sweet Jane’s Wish Foundation One of Nine Beneficiaries of This Weekend’s Whitford Classic
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 woman…
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Annual Whitford Classic Connects People Who Care with Causes That Matter
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…
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Brumbaugh Wealth Management: Trade War with China Could Have Long-Term Economic Consequences
By Kim Brumbaugh On May 13, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more than…
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Brumbaugh Wealth Management in Exton Offers 10 Year-End Tax Tips for 2018
By Kim Brumbaugh Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Set aside…
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