Partial Retirement to Fully Retired: How to Plan Your Next Chapter

Join Fort Pitt Capital Group Financial Advisor Beth Lynch, CFP®, and Human Resource Director Kate Shirk, PHR®, SHRM-CP®, ICP-AHR, as they discuss retirement, phasing options to ease in, and how to plan for them. They will cover topics and questions such as: • What are the various stages of retirement? • How much do you need to retire? • How does partial[...] Continue reading

Charitable Gifting Strategies with Ronald McDonald House Charities

Join Fort Pitt Capital Group Financial Advisors Brad Newman, CFP® and Emily Sippel, CFP® as they discuss various charitable gifting strategies, including: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor advised funds Charitable trust and estate plans Setting up[...] Continue reading

How to Ace All 4 Life Stages of Financial Planning Part 2: Pre-Retirement & Retirement

Join Fort Pitt Capital Group’s Financial Advisor Skylar H. Riddle, CFP®, as he discusses Financial Planning stages: Pre-Retirement Retirement Focusing on investors with over $250,000 in investments, Skylar will explain: How and when to hire an advisor Developing a coordinated/integrated financial plan Planning to retirement Planning through[...] Continue reading

How to Ace All 4 Life Stages of Financial Planning Part 1: Getting Started & Building Wealth

Join Fort Pitt Capital Group’s Financial Advisor Cory Phillips, CRPC®, as he discusses the first two stages of Financial Planning: Getting Started Building Wealth From just starting out to growing your saving into the six figures, Cory will provide tips and insights on: Understanding your personal and financial circumstances Setting Goals[...] Continue reading

Is an ESOP right for your business?

Click Here to Request a consultation about an ESOP for your Business Section 1. ESOP Overview By Doug Ellis Important ESOP Numbers: There are roughly 6,500 ESOPs covering more than 14 million participants Publix Super Markets Black & Veatch Jasper Engines & Transmissions 57% of ESOPs are in S corporations Industries of ESOP[...] Continue reading