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
Saving for College
This calculator can help you estimate how much you should be saving for college.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Keys to preparing to grow wealthy together.
At what point can you call a personal vehicle commercial?
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Don’t overlook the need for renter’s insurance if you rent your home.
Here are six flags that may make your tax return prime for an IRS audit.
Here's a breakdown of how the federal government spends your tax money.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how to set up your financial goals for success? This knight does.
Check out this video to begin separating fact from fiction.
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn about what risk tolerance really means in this helpful and insightful video.