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

Savings For Retirement – Your No-Panic Guide For Those Late to the Game

Different stages of life have their unique challenges and distractions when saving for retirement. The typical issues for those most investors in their 40’s are: Dealing with competing interests, which are most typically saving for retirement and children’s education. Creating a unified and coordinated strategy for meeting these goals[...] Continue reading

Inside the Fort: Free Care 5K Run

During the first weekend of August, Fort Pitt was a proud co-sponsor of the 26th annual St. Barnabas Free Care 5K. Proceeds from the event benefit the St. Barnabas Free Care Fund which helps provide free health care to patients and residents. A few Fort Pitt employees volunteered, and our very own Travis Sollinger participated in the race alongside over 1,000 runners.[...] Continue reading

Tip of the Month: Establishing Credit From Scratch

We all know good credit is crucial when purchasing a home, a car, sometimes renting an apartment, and for many of life’s major decisions and moments. But, how can you establish and maintain good credit if you haven’t necessarily ever had the chance to build it in the past? We’ve pulled together some tips: Tip #1 – Student loans Sure, paying off student loans[...] Continue reading