Tip of the Month: Marriage & Money

We're in the middle of wedding season, and during this time, there's a lot of advice that couples receive ahead of their big day. While there's so much to be excited about when planning a life together, remember that it's important that you spend time considering the little details that will make your marriage a success. While financial issues can complicate any[...] Continue reading

Secure Act 2.0 What Plan Sponsors Need to Know Now

Join Fort Pitt Capital Group’s retirement plan services advisor Nathan Boxx, CFP®, along with Faegre Drinker Biddle & Reath LLP partner Brad Campbell, as they cover what Plan Sponsors need to know about Secure Act 2.0. They will highlight and discuss essential points such as: Automatic Enrollment for all new plans Increased tax incentives for small[...] Continue reading

How to Create an Exit Plan for Your Business

Many entrepreneurs and business owners overlook the process of exit planning. This kind of strategy plays a role in the direction you decide to take your company and limits risk for the future. Whether you're looking to retire or want to cash out, a reliable business exit strategy is a surefire tool to give you the peace of mind you deserve. What Is an Exit[...] Continue reading

A Guide to Financial Planning for Eldercare

Written by: Brad Newman | Financial Advisor Whether you are an aging adult or the child of an aging parent, making financial decisions about housing needs, home care, and health care can be overwhelming and expensive. Now is the time to start planning for the expense of long-term senior care, but if you don't know where to start, turn to the financial advisors at[...] Continue reading

Tax Savings Tips and Strategies

Join Fort Pitt’s Financial Advisor, Beth Lynch, CFP,  and Pamela Swarmer, CPA, as they provide tax-saving tips and strategies for the new year. They will cover various tax planning strategies, including: Accelerating deductions Retirement contributions Charitable Giving And more! *Content is provided for educational purposes[...] Continue reading