Wealth Management

Get Financially Fit for Summer

With summer approaching, many people are motivated to get in-shape for the season. However, the next few months are also a great time to tone up your budget and financial plans. It’s important to get in the mindset that you’re doing this for a healthier you, both from a financial and physical standpoint. Just as you would avoid a “crash diet” or temporary fix,[...] Continue reading

How to Maximize a Tax Refund

The tax filing deadline is just around the corner, but for Americans who are expecting a return, or who have already received one, they may be wondering what to do with the money. The average refund is estimated to be just over $3,000, so for those who want to maximize their refund, we have outlined impactful and immediate recommendations. See below: College savings.[...] Continue reading

Spring cleaning your finances

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Love & money: Tips for every stage of a relationship

Written by: Chris Chaney, CEPA | Financial Advisor Now that the Valentine’s Day glow has passed, now is a good time to address the financial conversations that you’ll experience at different milestones of a relationship. As a relationship continues to grow, you will need to be open to discussing how you and your partner’s finances will grow together. Addressing[...] Continue reading

Financial Advice for the Powerball Winner(s)

There has been no shortage of news surrounding the recent record Powerball jackpot. Our Charlie Smith was included in a Pittsburgh Tribune-Review article offering advice to the potential winner and Mike Blehar was on WPXI-TV doing the same. Countless hopeful Americans went to sleep the night before the drawing dreaming about what they would do with their newfound[...] Continue reading