by Sam Feldbaum | Oct 20, 2025 | Blog
The Penn Medicine acquisition of Doylestown Hospital has left many employees wondering: What does this mean for my retirement savings? For years, you’ve been saving diligently through a 403(b) plan, and with this merger, there’s a strong chance that Penn’s retirement...
by Sam Feldbaum | Oct 20, 2025 | Blog
The merger of Doylestown Hospital with Penn Medicine has generated excitement for the hospital’s future and opportunities for expanded services. But for employees, major organizational changes can also bring uncertainty, particularly about job stability, changes in...
by Sam Feldbaum | Aug 6, 2025 | Blog
Separation from Doylestown Hospital—whether triggered by performance, restructuring, or the 2025 affiliation with Penn Medicine—turns your employment file into a financial planning dossier. We aim to convert a disruptive event into a controlled transition. Below are...
by John R. Augenblick | Aug 4, 2025 | Blog
The decision to monetize a privately held business represents not merely a financial transaction, but the culmination of years—often decades—of vision, effort, and enterprise. For most business owners, this transition is singular: it is unlikely to be repeated, and...
by John R. Augenblick | Jul 29, 2025 | Blog
When considering how best to pass assets to loved ones, thoughtful planning offers a path to preserve what you’ve worked diligently to build. Taking a proactive approach today helps ensure that your family can benefit tomorrow by allowing yourself time to evaluate...
by John R. Augenblick | Jul 14, 2025 | Blog
Pennsylvania Capital Gains Tax: What You Need to Know Capital gains taxes affect anyone who decides to sell their property, stocks, or other assets at a profit, not just large-scale traders. Even routine transactions can lead to taxable gains under certain conditions....
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