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2020: The Year of the ‘SECURE Act’

After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of… Read more

Have You Set Your Financial Goals for the New Year?

A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that… Read more

Required Minimum Distributions

As 2019 is winding down, it is time again to remind our eligible clients to take their Required Minimum Distributions (RMD) by December 31, 2019.… Read more

Re • tire • ment

Retirement. We all read that word and have unique imagery of what that means. In trying to benchmark it with a definition from an authoritative… Read more

Job Change Financial Playbook

  Almost everyone has, or will at some point, experience a change in jobs (or possibly even a change in career). Sometimes this type of… Read more

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… Read more

How Does Compound Interest Work?

Everyone has their own ideas and plans of what they want to do in retirement, and we all want to get there someday. The biggest… Read more

Resolutions and Contributions

According to our furry friend, Punxsutawney Phil, spring will soon be upon us! I’d like to take a moment to reflect on those resolutions you… Read more

How can the new Tax Laws work for you?

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which has been the most significant tax reform we have seen in over 30 years.

Shape Up Your Retirement Plan Savings

A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted.

The Client Experience

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,… Read more