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Blog

Eric Mischler | Jul 4, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
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Alliance Financial | Jun 24, 2025

Certified Kingdom Advisor®, (CKA®) Announcement

Alliance Financial is pleased to announce that Stephanie Baity, CFP® has earned the designation of Certified Kingdom Advisor®, (CKA®)
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Older couple embracing on a boat overlooking a body of water
Alliance Financial | May 30, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Image of a sailboat sailing on a lake, with cloudy weather above.
Alliance Financial | May 30, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Office

1105 Berkshire Blvd. 
Wyomissing, PA 19610

Contact Info

P | 610-376-5981 
F | 610-378-5398 
E | kevin.m.fox@lpl.com

     

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LPL Financial Form CRS | Client Relationship Summary | Privacy Policy

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Alliance Financial, a registered investment advisor and separate entity from LPL Financial. CRPS conferred by the College for Financial Planning. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Alliance Financial, please visit https://adviserinfo.sec.gov/firm/summary/319679. A copy of Alliance Financial’s current written disclosure statement discussing Alliance Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Alliance Financial upon written request. Alliance Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

The tax and estate planning information offered by the advisor is general in nature.  It is provided for informational purposes only and should not be construed as legal or tax advice.  Always consult an attorney or tax professional regarding your specific legal or tax situation. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

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