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Golden sunset over a winding river and lush meadows.

the Saucon Creek Institute for Financial Literacy

One Penn Center, 1617 John F Kennedy Blvd
Philadelphia, PA 19103

Phone:

862-368-2747

E-mail:

mmellett@msn.com

Working To Improve Financial Literacy In The USA

Welcome to the Saucon Creek Institute for Financial Literacy!

The Saucon Creek Institute for Financial Literacy, established in 2016, is focused on improving the level of understanding of personal finance issues that impact Americans of all ages.

Whether you are paying off college debt, buying a car or a home, saving for retirement, or managing financial risk, there are numerous personal finance issues to consider and understand. Properly managing your personal finances is not just important for the wealthy. It is critical for everyone, young and old, upper, lower, or middle income.   

The website has been created to help you improve your understanding of personal finance. The website provides a wealth of information in the form of newsletters, videos, flipbooks, and calculators for you to digest. Whether you prefer to read an article or a newsletter, watch a video or perform some calculations there is a medium of information that will fit your need. This information can be accessed by clicking on the Resources tab above.   

For more information about the mission of the institute and the services provided beyond the website, please click on the About Us tab above. 

I hope you take advantage of this resource and visit often. Be sure to add the site to your list of "favorites" in your internet browser. The information is updated frequently and I would not want you to miss any developments in the area of personal finance. 

Best Regards,

Matthew Mellett, MS, ChFC, CLU

Executive Director, the Saucon Creek Institute for Financial Literacy

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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