Are You Ready For a Big Change?
Change is a constant in life. It happens every day. Small changes, like construction, require you to alter your commute to work. Or maybe you get offered tickets to tonight’s …
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Category: Wealth Management
Q & A with a CFP® Professional (Certified Financial Planner™)
ANDREW SILVER, CFP® Professional Financial Advisor, Financial Planning Analyst at our South Hills Office Q. What is the CERTIFIED FINANCIAL PLANNER™ Board, and what is the importance of this designation? A. …
Financial Planning Tips for Women
Financial planning for women can come with unique circumstances that need to be considered when establishing a financial plan. While goals are always personalized to each family or individual, women …
Investing for Women
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors used when constructing investment portfolios …
Taxes and Your Board of Directors
Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a bit like the story about horses and barn doors. It is …
Estate Plans: A Part Of Your Financial Health
Estate plans are not a simple “set it and forget it” set of documents. It needs to be a living, breathing document that evolves with the changing needs of you, your …