Alliance Financial

08/07/2026

Many individuals and families want financial guidance that reflects both their financial goals and their personal values.

The Certified Kingdom Advisor® (CKA®) designation is designed for professionals who integrate biblical stewardship principles into financial planning and client conversations.

In our latest blog, we discuss:
- What the CKA® designation is
- Who administers the credential
- What is required to earn it
- How it may provide an additional perspective for faith-based financial decision-making

At Alliance Financial, Stephanie L. Baity holds the Certified Kingdom Advisor® (CKA®) designation, offering an additional perspective for clients interested in discussing the intersection of faith and financial planning.

Read the full blog here: www.alliancefinancialofpa.com/blog/what-certified-kingdom-advisorr-ckar

08/05/2026

📄 August is National Make-A-Will Month, a reminder to learn more about the role a will may play in documenting your wishes and planning for the future.

In recognition of the month, we're hosting an educational webinar covering key estate planning topics, including wills, powers of attorney, trusts, long-term care planning, and more.

Learn more and sign up here: financeinsights.net/brmNt4xVpTlxLjPcwG0b1umn5Kn

07/30/2026

Intentions are great. Outcomes matter. Here's what to know.

07/29/2026

What role can trusts, wills, and powers of attorney play in an estate plan? Learn more during our upcoming educational webinar featuring guest speaker Jessica Fisher Greene, Certified Elder Law Attorney at Walters & Galloway, PLLC.

Join us on August 26, 2026 at 5:00 PM (ET).

07/23/2026

Adding a child to the deed? Read this.

07/22/2026

Join us for an educational webinar with Jessica Fisher Greene, Certified Elder Law Attorney at Walters & Galloway, PLLC, to learn about key estate planning topics, including trusts, wills, powers of attorney, long-term care planning considerations, and more. We hope you'll join us for this informative discussion. Sign up below!

Join us on August 26, 2026 at 5:00 PM (ET).

07/17/2026

Community, connection, and a beautiful day at Eagles Crossing Golf Course. ⛳

Our team had a wonderful time at the 2026 Community CARES Golf Tournament!

07/16/2026

It's a system that needs to connect.

07/15/2026

Planning for the future starts with understanding your options. Join us for an educational webinar featuring Jessica Fisher Greene, Certified Elder Law Attorney at Walters & Galloway, PLLC, as she discusses important estate planning considerations for individuals and families. Topics include trusts, wills, powers of attorney, long-term care and Medicaid planning considerations, probate, and Pennsylvania inheritance taxes. Sign up by clicking below.

Join us on August 26, 2026 at 5:00 PM (ET).

07/14/2026

A look back at our Summer Clean-Out Event!

Last Friday, we hosted a donation drive benefiting CommunityAid and were grateful to see so many clients stop by with contributions.

It was wonderful to reconnect, give back, and support a cause that makes a meaningful impact in our community.