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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The federal government requires deceased individuals to file a final income tax return.
Do your insurance needs stay the same when the nest empties?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here are five facts about Social Security that are important to keep in mind.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Do you understand these common mobile slang terms?
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about cyber liability insurance in this entertaining video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.