Secure Act 2.0 What Plan Sponsors Need to Know Now

Join Fort Pitt Capital Group’s retirement plan services advisor Nathan Boxx, CFP®, along with Faegre Drinker Biddle & Reath LLP partner Brad Campbell, as they cover what Plan Sponsors need to know about Secure Act 2.0. They will highlight and discuss essential points such as: Automatic Enrollment for all new plans Increased tax incentives for small[...] Continue reading

Tax Savings Tips and Strategies

Join Fort Pitt’s Financial Advisor, Beth Lynch, CFP,  and Pamela Swarmer, CPA, as they provide tax-saving tips and strategies for the new year. They will cover various tax planning strategies, including: Accelerating deductions Retirement contributions Charitable Giving And more! *Content is provided for educational purposes[...] Continue reading

Partial Retirement to Fully Retired: How to Plan Your Next Chapter

Join Fort Pitt Capital Group Financial Advisor Beth Lynch, CFP®, and Human Resource Director Kate Shirk, PHR®, SHRM-CP®, ICP-AHR, as they discuss retirement, phasing options to ease in, and how to plan for them. They will cover topics and questions such as: • What are the various stages of retirement? • How much do you need to retire? • How does partial[...] Continue reading

Charitable Gifting Strategies with Ronald McDonald House Charities

Join Fort Pitt Capital Group Financial Advisors Brad Newman, CFP® and Emily Sippel, CFP® as they discuss various charitable gifting strategies, including: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor advised funds Charitable trust and estate plans Setting up[...] Continue reading

How to Ace All 4 Life Stages of Financial Planning Part 2: Pre-Retirement & Retirement

Join Fort Pitt Capital Group’s Financial Advisor Skylar H. Riddle, CFP®, as he discusses Financial Planning stages: Pre-Retirement Retirement Focusing on investors with over $250,000 in investments, Skylar will explain: How and when to hire an advisor Developing a coordinated/integrated financial plan Planning to retirement Planning through[...] Continue reading