Financial Timeline & Checklist for Newlyweds

As wedding season comes to a close and we begin to enter the holiday season when most couples get engaged, we thought this was a good time to address the question: Now What? Getting married is a wonderful accomplishment, but sometimes, tough financial conversations between you and your new spouse can bring the flourishing ‘wedding bliss’ to an abrupt end. We[...] Continue reading

Inside the Fort: What we’re up to

So far, 2017 has been a stellar year for Fort Pitt. In an effort to remain an industry leader, and since we are continuously committed to our clients, we have some exciting firm updates to share with our Ramparts’ readers. We made some big upgrades late last year to certain platforms, but below we highlight quite a few more changes. First, as you may have noticed, we[...] Continue reading

Empty-Nesters: Reprioritize Your Finances for Retirement

With back-to-school season in full swing, and kids settled on their own at college, parents can take time to focus on their own financial picture. Why is this an important time for couples to drill down on their financial plans? Today, people are delaying having children so there’s often an intersection with the final years of saving for retirement as kids head off to[...] Continue reading

The most overlooked part of your estate plan

When it comes to estate planning, many individuals strongly prioritize the importance of having a Last Will and Testament. They meet with an attorney, plan out and execute their Will, and then proceed to file the document away for a later time. However, by focusing only on the importance of their Will and neglecting other essential estate planning documents, namely their[...] Continue reading

Traveling Abroad? What to Know About Foreign Transaction Fees

Written by: Jay Sommariva | Managing Partner & Chief of Asset Management Taking a vacation abroad requires an enormous amount of planning, organization, and patience in today’s international travel environment. We work hard to plan the perfect getaway, and most of the time we have our I’s dotted and T’s crossed as we step over the threshold of a Boeing 737[...] Continue reading