Our Winter 2026 Living Well Newsletter is Out!

Inside, you’ll find helpful insights including practical tax tips, guidance for navigating the final stretch before retirement, and simple winter pastimes to make the season more enjoyable. You’ll also find holiday highlights from the team, a look at our community involvement, and a cozy Chicken Tortilla Soup recipe to warm up your table. We’re glad to share this edition with you and hope it brings value to your season.

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Inside This Issue

2 – From the Desk of Jason Dugan
3 – Team Holiday Highlights
4 – Winter Pastimes to Carry You Through the Season
5 – Tailor Your Taxes for Retirement
6 – Laying the Groundwork for Tax Season
7 – Mastering the Last 5 Years Before Retirement
8 – The Grandparent Effect
9 – 5 Tips for Exercising in Cold Weather
10 – In the Community
11 – Chicken Tortilla Soup Recipe

Recent Insights

The Conversation That Protects the People You Love

If something happened tomorrow, would your family have clarity or confusion?
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Investing in Artificial Intelligence

Considering the potential benefits and risks of the latest tech revolution.
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Changing Jobs? Don’t Overlook Your Retirement Plan

Know the ins and outs when making a career move.
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Locations

CENTRAL PENNSYLVANIA OFFICE

190 Choate Circle, Suite B
Montoursville, PA 17754
570-505-1289

NEW JERSEY OFFICE

123 Egg Harbor Road, Suite 302
Sewell, NJ 08080
856-352-6606

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