How to Create an Exit Plan for Your Business

Many entrepreneurs and business owners overlook the process of exit planning. This kind of strategy plays a role in the direction you decide to take your company and limits risk for the future. Whether you're looking to retire or want to cash out, a reliable business exit strategy is a surefire tool to give you the peace of mind you deserve. What Is an Exit[...] Continue reading

A Guide to Financial Planning for Eldercare

Written by: David Zabela | Financial Advisor Whether you are an aging adult or the child of an aging parent, making financial decisions about housing needs, home care, and health care can be overwhelming and expensive. Now is the time to start planning for the expense of long-term senior care, but if you don't know where to start, turn to the financial advisors[...] Continue reading

Tax Savings Tips and Strategies

Join Fort Pitt’s Financial Advisor, Beth Lynch, CFP,  and Pamela Swarmer, CPA, as they provide tax-saving tips and strategies for the new year. They will cover various tax planning strategies, including: Accelerating deductions Retirement contributions Charitable Giving And more! *Content is provided for educational purposes[...] Continue reading

Partial Retirement to Fully Retired: How to Plan Your Next Chapter

Join Fort Pitt Capital Group Financial Advisor Beth Lynch, CFP®, and Human Resource Director Kate Shirk, PHR®, SHRM-CP®, ICP-AHR, as they discuss retirement, phasing options to ease in, and how to plan for them. They will cover topics and questions such as: • What are the various stages of retirement? • How much do you need to retire? • How does partial[...] Continue reading

What Changes Are Coming to Social Security in 2023?

If you're heading into retirement, there are some essential things you need to know about Social Security benefits. Here are eight significant changes coming to Social Security in 2023. 1. Social Security and Supplemental Security Income (SSI) Increase Social Security and SSI for about 70 million Americans are set to increase by about 8.7% in 2023. The increase is[...] Continue reading