Archive | Retirement Planning RSS feed for this section

« Return to blog home

Small and big piggy banks

A successful family meeting… with your financial advisor

A study by T. Rowe Price shows that only 44 percent of parents discuss money with their kids. The reluctance to discuss teachable financial moments early on creates a significant disservice to adults later in life, when they are making their own critical financial decisions. Getting the conversation started and including your children in meetings… Continue reading →

Leave a comment Continue Reading →
Small and big piggy banks

Let’s talk money: Conversations between millennial children and boomer parents

The holidays mean family traditions, making memories and spending time with loved ones. But the holidays can also provide an opportunity for families to discuss future financial plans for parents in or approaching retirement. A recent study by Fidelity reveals a gap in alignment of parent/child financial expectations. In fact, the study shows that nearly… Continue reading →

Leave a comment Continue Reading →
Small and big piggy banks

Millennials, this one’s for you: Maintaining a social life on a budget

In a recent Investing 101 seminar hosted by Katharine Perry, associate financial consultant at Fort Pitt, we offered attendees an intro to the world of personal finance and investing. To make these seminars more impactful and helpful, we do our best to address specific questions generated by our audience members. Here’s one that is aimed… Continue reading →

Leave a comment Continue Reading →
Stick people family

How retirement has evolved

All statistical information is for informational purposes and should not be construed as investment advice. Fort Pitt believes this data to be accurate but cannot guarantee its accuracy.

Leave a comment Continue Reading →
Football

How your retirement game plan is like the Super Bowl

With one of the biggest national sporting events fast approaching, football is top of mind for many. On the flip side, while it may not garner as much attention, your impending retirement will also be here before you know it.  As it turns out, your retirement plan shares a few similarities to the Super Bowl.… Continue reading →

Leave a comment Continue Reading →