How to Maximize a Tax Refund

The tax filing deadline is just around the corner, but for Americans who are expecting a return, or who have already received one, they may be wondering what to do with the money. The average refund is estimated to be just over $3,000, so for those who want to maximize their refund, we have outlined impactful and immediate recommendations. See below: College savings.[...] Continue reading

Spring cleaning your finances

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Love & money: Tips for every stage of a relationship

Written by: Chris Chaney, CEPA | Financial Advisor Now that the Valentine’s Day glow has passed, now is a good time to address the financial conversations that you’ll experience at different milestones of a relationship. As a relationship continues to grow, you will need to be open to discussing how you and your partner’s finances will grow together. Addressing[...] Continue reading

Financial Advice for the Powerball Winner(s)

There has been no shortage of news surrounding the recent record Powerball jackpot. Our Charlie Smith was included in a Pittsburgh Tribune-Review article offering advice to the potential winner and Mike Blehar was on WPXI-TV doing the same. Countless hopeful Americans went to sleep the night before the drawing dreaming about what they would do with their newfound[...] Continue reading

‘Tis the Season…to Talk Family Finances?!

The holiday season is upon us – families will gather from near and far, elaborate dinners will be enjoyed, and, for those adventurous enough to venture out in the wee-hours of the morning, Black Friday shopping traditions will be upheld. Thanksgiving, and the subsequent holidays that follow, typically mark a time of togetherness, and for families, it may be just the[...] Continue reading