Author Archives: Ray Amelio

Teaching financial literacy for life and throughout your lifetime

On May 2, Bob Fragasso, Debbie Graver, Andrei Voicu and Dan Dingus began teaching a six-week course for the Osher Lifelong Learning Institute program at Carnegie Mellon University titled “Can I Afford to Retire in this Rapidly Changing Global Environment?” … Continue reading

Posted in Financial Education, Fragasso staff | Comments Off

Nonprofit community has a friend in Fragasso Financial Advisors

We were pleased to once again be a “lead” sponsor for the Animal Friends telethon broadcast live on WTAE last month, donating a substantial amount of funding, time and effort to this worthwhile cause. Anyone who knows Fragasso Financial Advisors … Continue reading

Posted in Charitable Gifting, Charity, non-profit | Comments Off

“Pittsburgh’s Day of Giving”: Sharing Our Good Fortune With Our Neighbors

Pittsburgh is a great place to live for many reasons. It provides us with sports teams filled with iconic players to cheer, world-class dining to please our palates and a beautiful overall setting in which to work and live. In … Continue reading

Posted in Charity, Fragasso staff | Comments Off

Keeping our clients educated – and prepared – for retirement

Those approaching retirement age hopefully have been preparing themselves financially for years for this stage in life. For many, however, no matter how much saving, planning, and researching has been done, that troubling question still lingers in the back of … Continue reading

Posted in retirement, Social Security | Comments Off

Your Year-End Financial Checklist

Things you can do before the end of 2010 and for the New Year! As you approach the end of the year it is a good time to review your financial situation and consider the following as you wind down … Continue reading

Posted in Uncategorized | Comments Off

As a 401(k) Sponsor – Do You Know Your Fiduciary Responsibilities?

As a plan sponsor you have certain responsibilities that you must understand and follow to mitigate risk. This blog will review those responsibilities and offer tips to help assist compliance. First, you should establish and follow a sound fiduciary process.  … Continue reading

Posted in 401k, Business Owners, Fiduciary | Comments Off