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Resource Overview


The One Conversation You Need To Have with Your Parents Now

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.

3 Considerations that May Reduce Your Portfolio Income Tax Footprint

Is your investment portfolio creating a burden 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!

The Client Experience

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.

Understanding the Family Benefits of Social Security

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 too to help them alleviate the financial pressure they may be under.

School is in Session: an education planning whitepaper

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

Can You Afford to Retire? 6 Steps to Create Your Retirement Strategy

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!

Preparing for Emergencies

It is often said that there is no excuse for being ill prepared. If you or a family member encountered a sudden situation that posed immediate risk, would you be ready and able to take the appropriate course of action? It is vital to have a comprehensive list of information for you and your family available in the event that an emergency situation arises. This data will provide the critical details to any first responder so that an informed decision can be made to contact the proper parties. The emergency data should contain information on who to contact in the event of medical, household and financial emergencies. Since this list may contain personal and financial information, it should be kept in a safe and secure location that you, your family and those you trust can locate in a time of need. Taking time to ensure that up to date resources are available for unforeseen situations is imperative. Your financial advisor can help provide guidance on items that should be considered. Having this emergency list in place will give you and your loved ones peace of mind knowing that you have information on file for unexpected situations.

Five Tips to Help You Set and Achieve Your Financial Goals

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.

Financial Advisors Who Understand You

All of our expert financial advisors are credentialed. The Accredited Investment Fiduciary® (AIF®) designation means each of our certified advisors is bound by a duty to act with honesty and integrity, and avoid conflicts of interest. They are to be stewards of ethical behavior always. The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation represents a high level of competency, ethics and professionalism in the industry. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest. Our clients are our partners. And we only realize success when our clients do.

Find out how our approach can help you pursue your financial goals!

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