Understanding Today's Financial Environment
Welcome, I’m Gary Lux, a financial advisor in Churchville, PA. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for a retirement nestegg, income, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
We seek to serve family-oriented, affluent clients with their financial and estate planning goals.
We strive to be indispensable by constantly improving our knowledge base and services provided.
Because we believe we are here for relationships, we work to make people’s lives easier and better. We practice “win/win.”
We can help take some of the mystery out of preparing for your financial future.Learn More
We can help you understand and better define your financial goals.Learn More
Let us help you understand certainty and uncertainty along with strategies that can help your nestegg last longer.Learn More
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Five phases to changing unhealthy behaviors.
Three important factors when it comes to your financial life.
Earnings season can move markets. What is it and why is it important?
The federal government requires deceased individuals to file a final income tax return.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?