All About Insurance

    Watch Fort Pitt Financial Advisor Brad Newman, CFP® discuss insurance basics and how it fits into Fort Pitt’s financial planning strategy. The discussion covers: Fort Pitt’s holistic planning strategy Different types of insurance to address your needs Reasons why you might need insurance Life phases of insurance Commonly[...] Continue reading

Should You Carry Disability Insurance Beyond Age 65?

Generally, disability insurance may protect your ability to earn income if you cannot work due to a disability. The insurance could pay a monthly benefit to replace a portion of the income you would make. The benefit periods are limited to specific years stated in each policy.  When planning your financial and life goals, you may wonder if you should carry disability[...] Continue reading

Retirement Basics for Small Business Owners

Small business owners face unique challenges when saving for retirement. Unlike employees who may have access to 401(k) plans or pension benefits, business owners are responsible for funding their own retirement accounts. Retirement Strategies for Small Business Owners Let's review some small business owner retirement strategies. How to Retire From[...] Continue reading

Maximizing Your Military & Veteran Benefits

    Join Fort Pitt’s Financial Advisor, Bryson Roof, CFP®, and Attorney, Michael Quatrini, as they discuss frequently asked questions regarding how to maximize military benefits, including questions related to Agent Orange, Camp Lejeune, and service-related injuries. About the Host: Bryson has a rich family history of patriotic military service[...] Continue reading

All About Trusts

    Join Fort Pitt’s Financial Advisor, Chuck Mattiucci, as he hosts Senior Vice President and Head of Focus Fiduciary Solutions Ted Simpson to discuss the things you need to know about trusts. 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[...] Continue reading