Skip to main content
menu

   

  • Who We Are
    • Our Team
    • Affiliations
  • What We Do
    • Investment Management
    • Tax Planning Strategies
    • Goals-Based Financial Planning
  • How We Do It
    • The Convergent Process
    • Why We're Different
  • Resource Center
    • Blog
    • Financial Calculators
    • Useful Links
    • Education Center
  • Contact Us
  • Client Center
    • Client Login
    • ShareFile

Blog

Alan Schapire | Jan 24, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Alan Schapire | Jan 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
default blog image
Alan Schapire | Jan 10, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

Read More
Alan Schapire | Jan 3, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

Read More
Alan Schapire | Dec 27, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
Read More
Alan Schapire | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Alan Schapire | Dec 13, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
Alan Schapire | Dec 6, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Alan Schapire | Nov 29, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Alan Schapire | Nov 22, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More
Alan Schapire | Nov 15, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
Alan Schapire | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Office

600 W Germantown Pike
Suite 400
Plymouth Meeting PA 19462

Contact Info

484-477-4100
info@ConvergentFS.com

     

 

Get in Touch

Convergent Financial Strategies, LLC is a Registered Investment Advisor providing fee-only financial planning and investment advice, registered with the United States Securities Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training.The place of business is 600 W Germantown Pike, Suite 400, Plymouth Meeting, PA 19462. The mailing address is PO Box 623, Media, PA 19063.

 

Read Full  Disclosure ADV Disclosure Form CRS Privacy Statement
© 2023 Convergent Financial Strategies LLC All rights reserved.