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

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

What Changes Are Coming to Social Security in 2024?

Over 70 million Americans, including those with disabilities and retirees, receive Social Security benefits. While the program won't undergo significant reforms in 2024, the new year will still bring a few notable changes to Social Security, impacting beneficiaries and retirees. Specifically, we'll see a benefit increase and higher earnings limits for early[...] Continue reading

4 Financial New Year’s Resolutions Worth Setting

As the holiday season ends, many people want to know how to get back on track with their financial goals. Setting New Year's resolutions can help you start the year off right! Consider these four goals to set for next year. 1. Save More Money One of the top financial goals people set each year is saving more money. However, with such a broad goal, it's often helpful to[...] Continue reading