Introducing Beth Lynch

We are pleased to announce Beth Lynch CFP®, as the newest investment consultant to join the Fort Pitt team! With more than 20 years of experience in the industry, Beth is excited to assist and inspire individuals by applying her investment planning expertise. Beth’s favorite part of her job is helping individuals achieve their financial goals, and to relieve some of[...] Continue reading

Tip of the Month: How to Keep Your Financial Resolutions

When it comes to financial planning, we believe that every good plan begins with well-defined goals. That’s why we are a big proponent of setting financial resolutions at the start of each New Year. However, a study shows that only 58 percent of people maintain their resolutions past one month. Sure, it can be tough to stay on track, but getting your financial house[...] Continue reading

How to Protect Your Online Accounts

Anyone with an online account is familiar with providing verification in order to login and access an account. Whether it’s to pay a bill, manage a service, or set up an appointment, a login and password is virtually always requested. These safeguards are put in place to protect the user’s personal information. While passwords are a great way to protect accounts,[...] Continue reading

Navigating finances as a cohabitating couple

Millennials are notorious for taking on a more non-traditional lifestyle. In fact, according to Pew Research, 14 percent of Americans ages 25 to 34 are cohabitating (and interestingly enough, boomers are beginning to follow suit, with the number of cohabitating adults over 50 increasing as well). With the number of cohabitating couples on the rise, it’s important to[...] Continue reading

Tip of the Month: Holiday Budget Busted…Now What?

During the holiday season, it’s easy to get carried away financially. Sure, you may have started off with a sensible holiday allowance, but that budget may have been quickly busted between purchasing gifts and entertaining family and friends. Below are some tips to help get you, and your wallet, back on track. Tip #1 – Make returns. Maybe you went a bit overboard[...] Continue reading