5 Steps to Weathering Market Volatility_2024 (1)

How to Handle Unused 529 Funds

To save for your child’s college education, you may want to choose a 529 plan. Despite how costly college can be, some families still have funds remaining in this plan after their child completes their education. Students may receive an inheritance or gift from relatives, go to a military acad

5 Steps to Weathering Market Volatility_2024

Savvy Social Security Planning: Basic Rules and Claiming Strategies With Beth Lynch

Beth Lynch, CFP® Financial Advisor at Fort Pitt Capital Group covers social security planning basic rules and common questions. Basic Rules: Rule #1: Monthly Benefits Rise With Claiming Age Rule #2: Your Spouse May Be Able to Claim Benefits on Your Earnings Record Rule #3: A Divorced Person May Be

Updated – Individual Securities Philosophy WAS