All About Trusts

    Fort Pitt’s Financial Advisors, Bryson Roof, CFP® and Bill Engel, CFP® host Andrew Rusniak from McNees Wallace & Nurick to discuss what to know about trusts. They 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[...] Continue reading

Seven Smart Tax Saving Tips

Fort Pitt Captial Group’s Financial Advisor Beth Lynch, CFP®, educated high-income earners about smart tax-saving tips and strategies to implement in the new year. View the webinar or scroll down to read the transcripts. https://youtu.be/vnLn7oL3LZc There aren’t any earth-shattering new tax laws for 2024. Most of the changes are inflation[...] Continue reading

Charitable Giving: Making a Lasting Impact Through Donations

*Scroll down for the full video.* My name is Chris Chaney. I am a senior financial advisor with Fort Pitt Capital Group. We are a money management firm with offices in Pittsburgh, Harrisburg, and Naples, Florida. We provide comprehensive, planning-based portfolio management for individuals, institutions, businesses, and endowments across the country. Our sole focus is[...] Continue reading

Orchids 101: Moth Orchid Culture

    From growing orchids to growing your wealth, Fort Pitt hosts Tim Choltco to discuss how to make sure that you have the extra income to live your retirement your way, which could include growing orchids! From finances to flowers, they cover various topics such as: Preretirement tips and tricks Planning for fun, including hobbies or travel[...] Continue reading

All About Medicare

    Fort Pitt’s Financial Advisor, Brad Newman, CFP®, hosts Medicare Benefits Consultant Scott Dardick to discuss what to know about Medicare. The presentation will cover: An overview of Medicare basics The differences between Medigap supplement and Advantage plans How Part A and Part B work in terms of coverage How prescriptions or[...] Continue reading