Savvy Social Security Planning: Basic Rules and Claiming Strategies With Beth Lynch

Beth Lynch, CFP® Financial Advisor at Fort Pitt Capital Group covers social security planning basic rules and common questions. Basic Rules: Rule #1: Monthly Benefits Rise With Claiming Age Rule #2: Your Spouse May Be Able to Claim Benefits on Your Earnings Record Rule #3: A Divorced Person May Be Able to Receive Spousal Benefits Based on an Ex-Spouse's[...] Continue reading

Webinar: Impact of COVID 19 on Healthcare Costs

Healthcare costs can be complex, and COVID 19 has created further confusion about changes to costs and the impact of the pandemic on healthcare. We hosted a webinar to address important questions and topics with Jason Seltzer from Engle-Hambright & Davies, INC (EHD) including the evolution of voluntary benefits, remote work and solutions for administering benefits and[...] Continue reading

Webinar: How to Protect Your Stuff in 3 Easy Steps

You don’t need an estate and billions of dollars to need a will. No matter what your situation is, someone will need to handle your financial affairs after you die and taking care of some basics now will help ensure that your assets are protected later. Bryson Roof will walk you through how you can protect your stuff in just three easy steps with Jeffrey R. Bellomo,[...] Continue reading

Webinar: Elder Care During COVID And Beyond

At Fort Pitt, we help our clients navigate a variety of life events and realize the importance of elder care planning. In a recent webinar, we answered a variety of questions about elder care and the impact COVID-19 has had on elder care facilities. Bryson Roof moderated the virtual panel with Susan M. Severino, RN, CSA and Aviv S. Bilwas, Esq. of Family First Law,[...] Continue reading

Webinar: Understanding Medicare

Medicare can be confusing with all its parts, (A, B, D) supplements, and more. But it’s an important health and financial security resource for older people and people with disabilities. The more you understand Medicare, the better you can make decisions for your situation and your coverage. That’s why we hosted a webinar all about understanding Medicare. We were[...] Continue reading