Will College Costs Wreck Your Retirement?

New mother and Fort Pitt Capital Group Financial Advisor Emily P. Franco, CFP®, discuss frequently asked client questions about 529 and other college savings plans with Lead Advisor and father of two college students, Brad Newman. They cover topics like: Where, when, and how to start saving for college Establishing a goal for college funding & evaluating how[...] Continue reading

How to Set up a Trust

Planning for the future financially means thinking ahead to how you'll live in retirement and how much money you'll need to support yourself. It also means considering what will become of your assets after your death. You might have heirs you'd like to leave a significant portion of your estate to. Estate planning helps you minimize the amount of estate taxes you need[...] Continue reading

Maximizing Your Business’s Value: The Key to Your Best Exit

https://www.youtube.com/watch?v=AT70ucaxQnE&t=710s A note from the Business Advisory Group about this webinar: As a business owner, you’re proud of the results you’ve achieved. When it comes to the value of your business, your future is critical. That’s why your growth potential is one of eight key factors that drive the value of your business. We discuss[...] Continue reading

How to Protect Your Nest Egg in a Volatile Market

In a perfect world, your investments' value would always increase, without taking the occasional dip or dive. Reality can be a little different than the ideal, though. Investment values do increase, but they can also drop due to market changes. While risk is part of the process of investing for the future, it's worth remembering that, from a historical point of view,[...] Continue reading

15-Minute Guide to Retirement Planning

You may love your career and find the work you do fulfilling, but you likely don't plan on working for the rest of your life. If you hope to retire at some point, you need to have a plan and money set aside to do so. Retirement planning is an active process, something you need to be involved in from day one. Whether you've just started your first job or have been in[...] Continue reading