Berks County Bar Association The Berks Barrister Summer 2020 - 15

w w w.BERKSBAR.org

a mortgage." If that is you, start paying down your mortgage.
Refinancing your mortgage may also be an option. In addition,
make sure you live in a house that is affordable. Times like this
exacerbate the problem of having "too much house."

Paul Marrella, J.D., CFP®, CLTC®, RICP®, is a wealth manager,
public speaker and author. He coaches successful families
in managing their multigenerational wealth throughout
Southeastern Pennsylvania.

Build "financial momentum," which means spending less
than you earn over a period of time, having savings, making
investments, and contributing substantially to your retirement
plans. When the refrigerator breaks, you simply go to the store
and buy a new one. You are not worried about paying off your
credit card.

Marrella Financial Group, LLC, is located at 1250
Broadcasting Road, Suite 102, Wyomissing, PA 19610,
(610) 655-9700. Investment Advisory Services are offered
through Raymond James Financial Services Advisors, Inc.
Marrella Financial Group, LLC is not a registered broker/
dealer and is independent of Raymond James Financial
Services. Securities offered through Raymond James
Financial Services, Inc., Member FINRA/SIPC. The foregoing
information has been obtained from sources considered
to be reliable, but we do not guarantee that it is accurate
or complete. It is not a statement of all available data
necessary for making an investment decision, and it does
not constitute a recommendation. Any opinions are those
of Paul Marrella and not necessarily those of Raymond
James.

Financial momentum sounds easy, but far too many
Americans have trouble with it. At times, especially when you are
starting out, you need to say "no" to things you really want to do. I
would imagine that everyone reading this article has spent money
on something during the past 12 months that they wish they had
said no to.
Start thinking today about what you can do for yourself and
your family. During times like this, one quote always pops into my
head:
"Only when the tide goes out do you discover who's been
swimming naked."

Certified Financial Planner Board of Standards, Inc. owns
the certification marks CFP®, CERTIFIED FINANCIAL
PLANNER™, and CFP® in the U.S.

- Warren Buffett
Don't let that be you.

Our Commitment
for 50 Years
(and Counting...)

We are dedicated to our clients, and to our
community. Entrusted with their assets, we take our
obligation very seriously. Our commitment to their
best interest is the same today as it was when we
opened in 1969. We celebrate our 50th anniversary
this year with clients and community in mind.
Thank you for putting your trust in us for half a
century. We pledge to earn it every day.

Integrity, Service, Performance.
610-376-7418 | connorsinvestor.com

Summer 2020 | 15
http://www.berksbar.org http://www.connorsinvestor.com
Berks County Bar Association The Berks Barrister Summer 2020

Table of Contents for the Digital Edition of Berks County Bar Association The Berks Barrister Summer 2020
