Some examples of the more transactional decisions that you may face include:

• Refinancing mortgages
• The decision to buy or lease a car
• How much to pay in cash versus finance for a new car

Some higher level or strategic decisions include:

• Pension elections
• Social Security claiming strategies
• Vacation home purchases
• Primary residence downsizing
• Charitable gifting
• Intergenerational/legacy planning

Regardless of the topic, never hesitate to call us with any financial questions, and rest assured that we will be able to point you in the right direction if the issue is outside our area of expertise. As your fiduciary advisor, the recommendations that we make are always in your best interest.

Aren’t quite ready to make the call but want to consider some options? We have many financial calculators below can get you started. Remember to consult your advisor before making big financial decisions. These are thought-joggers, back-of-the-napkin exercises to get a conversation started, and cannot replace a professional’s advice. 

Fort Pitt Capital was acquired by Kovitz Investment Group Partners, LLC (“Kovitz”), a registered investment adviser with the SEC on November 1, 2024. Fort Pitt Capital is now a division of Kovitz. Materials created prior to this date were created by Fort Pitt Capital and are accurate as of the time of publishing.