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Eunji Kwon

Email: ekwon@fortpittcapital.com FOCUS Eunji is a dedicated Financial Advisor committed to helping clients achieve their goals. Eunji’s approach combines her knowledge with genuine care for her clients’ success, making her a trusted partner in navigating the complexities of financial planning. C

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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).

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Joseph Saracena, CFP®, ChFC

Senior Financial Planner Email: jsaracena@fortpittcapital.com FOCUS Joe focuses on risk-based financial planning and creating financial plans for families and individuals to help them weather the unexpected events that life may bring. CAREER HIGHLIGHTS Joe joined Fort Pitt Capital in 2023 with over

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Qualified vs. Nonqualified Retirement Plans

When you read about different types of retirement plans, you are sure to run across the terms “nonqualified” and “qualified.” These words have numerous implications on the way that these plans are run and both current and future taxation. As an employee, it is crucial that you understand h

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