The Power of Trusts Protecting Your Assets & Legacy

Financial Advisors, Bill Engel, CFP®, David Plante, CFP®, and Lance Sherry, JD, CFP®, discuss the power of trusts and how to protect your legacy. They will cover a range of topics, including: What is a trust Common types of trusts and reasons to use them Who needs a trust How to establish a trust What is the cost And more! Content is provided[...] Continue reading

Estate Planning: A Guide to the Afterlife of Your Assets

Financial Advisors Skylar Riddle, CFP®, CPWA®, and Paul Brahan, CFP®, CEPA, CRPC™, host Michael Fiffik, Esquire, to discuss what happens to your money when you die. They cover common questions, such as: What happens when someone dies without a will? Do you need a trust? What taxes will your family pay, and can they be minimized? Who should you call[...] Continue reading

Retirement Resolutions Made Easy: Your Guide to Success in 2025

Fort Pitt’s Financial Advisors, Bryson Roof, CFP®, and David Plante, CFP® discuss financial resolutions and retirement planning for the new year. They provide insights on key topics, including: How to avoid common estate planning mistakes Common budgeting errors Identifying retirement pitfalls And more! Start the new year strong and gain the knowledge[...] Continue reading

Making a Lasting Impact Through Charitable Giving

Fort Pitt Capital Group Financial Advisors Chris Chaney, CEPA, and Roman Day explain the benefits of charitable giving and share tips to maximize your donations. They discuss various topics, such as: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor advised funds[...] Continue reading

Electionomics

    Fort Pitt’s Financial Advisor, David Plante, CFP®, hosts a panel of economic analysts and political experts to conduct a nonpartisan discussion about the impact of elections on financial markets. They will answer questions about the following topics: How policies impact different business sectors How the philosophies of each party can[...] Continue reading