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Industry Insights from
the Fragasso team

Our magazine, The Advisor, offers financial industry insights on such topics as taxes, retirement and estate planning.

Download your FREE copy now!

The One Conversation You Need to Have with Your Parents Now

From Karen Lapina, Fragasso Financial Advisors

For the first part of our lives, our parents are caregivers, then advice-givers and then sometime around mid-life, the tables often start to turn. They start asking their adult children for advice or help with things they don’t understand or can’t do anymore for themselves.

As this transition occurs, often the adult children wonder what will happen when their parents can no longer care for themselves. What if they need full-time care? Do they have adequate savings to pay for care and, if not, what are the alternatives?

Read our free whitepaper that may assist you in guiding this conversation with loved ones.

New Year's Resolutions

From Robert Fragasso, Fragasso Financial Advisors

A New Year’s resolution is a commitment that an individual makes to a project or to reforming a habit. These changes can be pretty daunting and somewhat negative. Reform my habits and change my lifestyle!? The magnitude of that gives grave pause before embarking on that course of action. It’s no surprise that we don’t typically react well to negatively-oriented, major changes in our lives.

Download our whitepaper that discusses replacing your resolutions with goals that put you in possession of the life that you want!

3 Considerations that May Reduce Your Portfolio Income Tax Footprint

From Brianne King, Fragasso Financial Advisors

Is your investment portfolio creating a burden for you at tax time? FOR YOU AT TAX TIME? If the answer is yes, it may be time to consider different strategies to help reduce your portfolio taxes. The spectrum of investments is vast and certain types of investments are more tax efficient than others. A simple shift in your investment strategy may help to reduce your portfolio taxes.

Download now to read three considerations to evaluate with your tax professional, to help make your portfolio more tax efficient!

Where do we go?

From Michael Godwin, Fragasso Financial Advisors

“We may not know where we’re going, but we sure as heck ought to know where we stand” is an oft-uttered refrain from the legendary investor Howard Marks.

In this whitepaper, Michael Godwin, manager of portfolio strategy, walks us through Marks’ six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more!

Download free!

How Insurance Can Help You Prepare for Financial Emergencies

From T.J. Drost, Financial Advisor

Many believe that they only need life insurance protection while they are raising a family. While it is prudent to have life insurance in place when you have dependents, it is also imperative to utilize life insurance planning for other circumstances throughout your life. This whitepaper outlines other considerations on why life insurance can better prepare you and your loved ones for financial emergencies.

and more!

Download the FREE whitepaper!

The Client Experience

Christine Robinette, Client Experience, Strategic Planning Implementation Manager

The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships, tech companies and financial planning companies. This term conjures up thoughts of being in the moment or self indulgent experiences, like a spa visit. In fact, the definition of “experience” is an event or occurrence that leaves an impression on someone.

Click the link below to read more!

Charitable Gifting: How to Be Tax-Wise Without Damaging Your Portfolio (Video Module)

Robert Fragasso, Chairman and Chief Executive Officer

FREE video module on charitable gifting. Our society is made better by the work of the thousands of charities that help the less fortunate and promote a better way of life. While charitable gifting may seem simple and straightforward, the tax code and the ways in which charities utilize the donated money make it a bit more complicated.

It is crucial to understand the tax deductibility of charitable contributions and how they can lower the cost for an individual seeking to help a favored non-profit.  Click the link below to watch our module!

Understanding the family benefits of Social Security

From Brianne King, Manager of Financial Planning

Social Security is typically thought of as a supplemental retirement income stream. It can be much more than that in times of critical need. A family facing challenges such as death of a spouse, disability, divorce, or dependent children/parents, should be aware of the benefits to which they are entitled.

Five Tips to Help You Work Towards Your Financial Goals

From Fragasso Financial Advisors

They may be as unique as a Pittsburgh snowflake in January, but I have yet to encounter a soul who doesn’t have at least one financial objective that they would like to accomplish. The problem is that, most times, achievement of these financial goals can present itself as a daunting and overwhelming task. I assure you that it is not. All it takes is a bit of initiative and proper guidance. The initiative is in your court, but the guidance is something with which a financial advisor can assist. Outlined below are five basic steps that will aid you in your journey. By following all five, you will quickly find that those insurmountable goals are actually quite achievable.

School is in session: an education planning whitepaper

From Brianne King, Manager of Financial Planning

School is back in session! No matter what age your child may be, it is never too early to start planning for their future.


Investor's Guide to Bond Basics

From Fragasso Financial Advisors

Download our FREE guide!

  • What are bonds?
  • Why invest in bonds?
  • What factors should you consider when investing in bonds?
  • How to invest in bonds
  • Investment strategy considerations

The Direction of the Investment Industry: Where Will You Fit?

From Robert Fragasso, Chairman and Chief Executive Officer

Download our FREE Ebook!

The investment industry has changed substantially over the last 40 plus years and much more so than the 200 years of its existence preceding that.

What course will the investment world chart in the future and what will that mean to you?

Can you afford to retire?

From Fragasso Financial Advisors

How will you retire? The cost of our needs and interests inflate as we age. There are many factors to consider such as medical/personal care, housing, family care and leisure.

Read our 6 steps to creating your retirement strategy! FREE download!

The Cost of Retirement Whitepaper

From Brianne King, Manager of Financial Planning

Thinking about retirement is often difficult. It is hard to be concerned about what will happen 20 to 30 years in the future, while you are stretching your resources to meet your needs today.

It is however, critical to think about how you will support yourself (and your spouse) during retirement. With people living longer, you may wind up spending as much as a third of your life in retirement. The first step is often looking at what your cost of retirement may be.

Download the FREE whitepaper!

Principles of Asset Allocation Video

From Robert Fragasso, Chairman and Chief Executive Officer

FREE module on the principles of asset allocation and the other elements of financial management.

Would you like to learn more? Visit our video section of our website!

Click the link below to watch!

Managing Your Finances During a Life Transition

From Michael Fertig, Vice President

This whitepaper will review:

  • The financial mindset during a life transition
  • Protection and enhancement of assets
  • Principles of good financial management
  • The benefits of working with a trusted financial advisor

and more!

Saving and Investing for your Family's Future

From Michael Fertig, Vice President and Karen Lapina, Vice President

This whitepaper includes two important family topics:

Financial Implications that Affect the Sandwich Generation

What is the “Sandwich Generation?” This is group of individuals, typically between the ages of 40 to 59, who are caught between two very important, yet very different roles; raising children and caring for aging parents at the same. While the time commitment and emotional ride that comes with the territory in these roles can be daunting, there is another significant variable that cannot be overlooked……


The No. 1 Rule of Teaching Kids About Saving: Start Early

The first thing my 9-year-old son does when he gets birthday or Christmas money is jump on Amazon or leaf through toy catalogues to see how quickly he can spend it. This is not unlike the feeling many of us had when we got our first paychecks. The idea of putting away some of what you have today for tomorrow is not always instinctive and many times has to be learned.
Download your FREE copy to read more!

Tax Wise

From Robert Fragasso, Chairman and Chief Executive Officer

Add to your portfolio’s return by being tax wise!

Download the FREE whitepaper!

Retirement Plan Success e-Book

From Robert Yelenovsky, Vice President and Manager Fragasso Retirement Plan Advisors

ebook1-Retirement Plan SuccessDownload the FREE e-book! Fragasso Retirement Plan Advisors focus exclusively on employer-sponsored retirement plans.  We deliver comprehensive plan objectives.

As a fiduciary consultant, the guidance that we provide to plan participants and sponsors takes a complex world and it makes it easy to understand.

Download the FREE five part series.

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Find out more about the Fragasso Client Experience

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