16 February, 2016
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 reading15 January, 2016
‘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 reading16 November, 2015
Declare Your Financial Independence
As you celebrate Independence Day and all it stands for, we suggest that you also consider your personal financial independence. Everyone, no matter their monetary situation, strives to achieve financial security. It starts with accountability and diligence. Budgeting Not only is it July 4, but it’s also midyear, which is a terrific time to reevaluate where you[...] Continue reading2 July, 2015
Charitable giving strategies for the holidays
As we near the holiday, people have become increasingly interested in charitable giving. Here are a few key thoughts for those who are considering making a charitable gift before the end of the year. A successful giving experience depends primarily upon “charitable intent.” That is, the donor’s primary concern must be, first and foremost, their desire to help a[...] Continue reading8 December, 2014
