Doug Palic, Financial Planner & Partner, Willow House Advisors

Doug Palic, Financial Planner & Partner, Willow House Advisors We build relationships that work towards positive growth and financial security. Preparing for that next step in life isn’t always easy.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of

attention, insight and capability. I am licensed to sell insurance in: PA, AL, CO, DE, MD, NC, NH, NJ, NY, OH, VA, & CA (CA License Number 0M04409). I am licensed to sell securities in: PA, CO, DC, DE, FL, GA, MD, ME, NH, NJ, NY, OH, VA. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investor Services, LLC. Member SIPC (www.sipc.org). Supervisory Address: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050

06/08/2026

Financial literacy is the ability to understand and make use of a variety of financial skills. Those with higher levels of financial literacy are more likely to spend less income, create an emergency fund, and open a retirement account than those with lower levels. Some of the basics of financial li...

06/05/2026

Self-employment can be a powerful wealth builder, but self-employed entrepreneurs often sleepwalk into a retirement-readiness crisis.

06/01/2026

The well-known venture capitalist John Doerr, who bet on Google, told the Wall Street Journal that the AI revolution is, if anything, underhyped. Here's his interview.

05/29/2026

A law requires the rollover money to have been in the 529 for at least 15 years. But it isn’t clear what happens if you change the account’s beneficiary.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4nQm8fT

05/25/2026

Repeating yourself but getting nowhere? The issue isn't your message — it's your setting. Learn how to eliminate defensiveness, increase buy-in and lead with authority instantly.

05/22/2026

In the battle between EVs and hybrids, it basically comes down to matters of cost vs. convenience.

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

05/18/2026

If you are studying coding, The Economist might have some bad news

Address

699 Unionville Road, Kennett Square
Kennett Square, PA
19348

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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