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

‘Tis the Season…to Talk Family Finances?!

The holiday season is upon us – families will gather from near and far, elaborate dinners will be enjoyed, and, for those adventurous enough to venture out in the wee-hours of the morning, Black Friday shopping traditions will be upheld. Thanksgiving, and the subsequent holidays that follow, typically mark a time of togetherness, and for families, it may be just the[...] Continue reading

Declare Your Financial Independence

As you celebrate Independence Day and all it stands for, we suggest that you also consider your personal financial independence. Everyone, no matter their monetary situation, strives to achieve financial security. It starts with accountability and diligence. Budgeting Not only is it July 4, but it’s also midyear, which is a terrific time to reevaluate where you[...] Continue reading