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Understanding The Different Types of Financial Advisors

Financial advisors can help you pursue your financial goals through investments, tax planning, retirement planning, or other strategies suitable for your current life situation. They plan based on what matters most to you. Plus, they can help you build the appropriate spending and saving habits to get you closer to those goals. However, people can claim to be financial[...] Continue reading

The Small Business Guide to Retirement Plan Options in Pennsylvania

As a small business owner, you understand the immense value of your employees. Providing them with robust retirement savings options is a powerful way to invest in their future and strengthen your company's long-term success. We know that navigating the complexities of retirement plans can feel overwhelming. We're dedicated to simplifying this process. With over 25[...] Continue reading

All About Medicare

Fort Pitt Financial Advisors’ Brad Newman, CFP®, and David Plante, CFP®, welcome Medicare Benefits Consultant Scott Dardick for a discussion on Medicare basics and how they fit into a comprehensive financial planning strategy. This discussion will cover:    An overview of Medicare basics The differences between Medigap supplement and Advantage[...] Continue reading

How Much Does a Financial Advisor Cost? Understanding Advisor Fees

Thinking about working with a financial advisor but unsure about the fees? You're not alone! Many people find the costs of financial advice confusing. While advisors can significantly help you grow and manage your wealth, it's essential to understand their fee structures and how they might impact your long-term financial goals. Transparency is key, especially when[...] Continue reading

Understanding Common 401(k) Investment Options

A 401(k) retirement plan remains a popular investment choice for several reasons, including the potential for tax-deferred growth on contributions and earnings, and the reduced current taxable income through pre-tax contributions. While investment options within a 401(k) may be curated by the plan sponsor, understanding how each works is crucial. This knowledge[...] Continue reading