Menninger & Associates Financial Planning

10/16/2026

It’s that time of year again — time for year-end tax planning!

As 2026 winds down, now is the time to review your finances and explore opportunities to make the most of your year-end tax planning. From Roth IRA conversions and retirement contributions to tax-loss harvesting and new tax law changes, a little planning now can make a difference.

Mike's latest article highlights 6 key financial issues to review before December 31 to help you prepare for the year ahead.

Check out the article and start planning today!

Explore effective Tax Planning Strategies for year-end financial optimization. Maximize deductions, minimize liabilities, and secure your financial future with Menninger & Associates. Read more!

10/14/2026

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion about the current state of the stock market and what investors may want to watch moving forward. In this episode, Mike and Brad break down some of the most important market and economic developments, including current interest rates, the performance of the Magnificent Seven (MAG 7) stocks, and the latest unemployment and inflation trends.

Financial markets are influenced by a wide range of economic factors, corporate earnings, interest rate expectations, and investor sentiment. Understanding how these factors interact can help investors put market headlines into perspective and better understand the forces that may influence investment performance.

Click here to watch the full episode: https://youtu.be/jfap4K_S2hc?si=z-EKZDDsPGG3rgDh

10/12/2026

US Markets Gain on Lower Oil Prices and Interest Rates; Bonds Mixed October 12, 2026 Good morning,The Dow (+0.9%), NASDAQ (+0.6%), S&P 500 (+1.2%), and EAFE (-0.5%) were mixed for the week.  Similarly, taxable bonds gained 0.4% while tax-free municipal bonds fell 0.3%. The 10-year Treasury yield f...

10/09/2026

Knowing when you can retire is only part of the PSERS planning process. Members also need to understand how service purchases, Final Average Salary, pension calculations, and payout options can affect their retirement income.

Following our recent article on understanding your PSERS plan, check out Mike’s latest article for practical insights on how to maximize your PSERS benefits and protect them for the future!

Make the most of your PSERS pension and protect your family. Learn how service purchases and Final Average Salary shape your retirement income.

10/07/2026

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Brad Sorensen, CFA, for a discussion covering some of the most important market and economic developments heading into the fourth quarter. In this Third Quarter Market Recap, Mike and Brad break down the latest market trends and discuss what investors should understand about the war in Iran and oil prices, new AI developments and their impact on the markets, and the 10-year Treasury yield.

Market headlines can change quickly, but understanding how major economic, geopolitical, and technological developments can influence markets is an important part of making informed investment and financial planning decisions.

Click here to watch the full episode: https://youtu.be/s8qPAbHd9Ng?si=bOlJb05ifZqTrd2m

10/06/2026

Therapeutic massage is about more than relaxation—it can be an important part of supporting physical wellness, managing stress, reducing pain, and improving mobility. In this episode of The Financial Blueprint, host Kyle Ryan, CFP® sits down with Mychele Roberts, LNMT, owner of Touch of Mana Therapeutic Massage, to discuss her journey as a therapeutic massage therapist, entrepreneur, and business owner.

Mychele shares the story behind Touch of Mana, what inspired her to pursue therapeutic massage, and how her experiences have shaped the way she works with clients. She discusses the difference between therapeutic massage and simply getting a massage for relaxation, as well as the ways massage therapy can support people dealing with pain, stress, tension, and mobility challenges.

Click below to watch the full episode:

Therapeutic massage is about more than relaxation—it can be an impo...

10/05/2026

Markets Choppy But Lower on Economic Data; Bonds Mixed October 5, 2026 Good morning,The Dow (-1.3%), NASDAQ (+0.5%), S&P 500 (-0.3%), and EAFE (-1.5%) were mixed for the week.  Similarly, bonds were also mixed as taxable bonds fell 0.6% and tax-free municipal bonds gained 0.5%.  The 10-year Treasu...

10/02/2026

Our team had a blast at the Perkiomen Valley Chamber of Commerce’s 2nd Annual Co****le Tournament!

Aaron helped bring home the gold—and a very unique trophy! What a great event and a fantastic time. We’re already looking forward to next year!

09/30/2026

This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical Cash Management Q&A covering several important questions investors and homeowners may face when deciding how to manage their cash, debt, and investments.

Cash management is an important part of a comprehensive financial plan. Decisions about where to keep cash, how much liquidity to maintain, whether to use a home equity line of credit (HELOC), and whether to pay down debt or invest can all have an impact on a person's broader financial strategy.

Click here to watch the full episode: https://youtu.be/AZzJJy4-X4E?si=Az0UyUwyuB6RtD3n

09/28/2026

Stocks Rally Despite Surge in Interest Rates September 28, 2026 Good morning,The Dow (+0.3%), NASDAQ (+2.1%), S&P 500 (+1.2%), and EAFE (+0.2%) all finished higher for the week, led by strong gains in technology stocks. Meanwhile, taxable bonds and tax-free municipal bonds were both down sharply, lo...