How to Ace All 4 Life Stages of Financial Planning Part 1: Getting Started & Building Wealth

Join Fort Pitt Capital Group’s Financial Advisor Cory Phillips, CRPC®, as he discusses the first two stages of Financial Planning: Getting Started Building Wealth From just starting out to growing your saving into the six figures, Cory will provide tips and insights on: Understanding your personal and financial circumstances Setting Goals[...] Continue reading

Is an ESOP right for your business?

Click Here to Request a consultation about an ESOP for your Business Section 1. ESOP Overview By Doug Ellis Important ESOP Numbers: There are roughly 6,500 ESOPs covering more than 14 million participants Publix Super Markets Black & Veatch Jasper Engines & Transmissions 57% of ESOPs are in S corporations Industries of ESOP[...] Continue reading

How to Use Insurance to Protect Your Family’s Financial Future

Join Fort Pitt Capital Group for a Life Insurance Awareness Month webinar. Fort Pitt’s Financial Advisor, Chuck Mattiucci, and guest speaker Edward Powell will break down the basics of life insurance and provide insight into who needs it, how much is needed, and more. From Term Life Insurance to Variable and everything in between, Edward and Chuck will simplify[...] Continue reading

Eldercare Planning for Your Aging Parents

Skylar Riddle, CFP® Financial Advisor at Fort Pitt Capital Group invited guest presenter Michael Anthony, JD, CMP™ to cover topics like: - What happens to the assets when entering a care facility? -Can I self-fund? -Why is planning a game-changer? -How long are people in assisted living and what is the cost? -What are the different eldercare options available and[...] Continue reading

Cash Balance Plans

The Business Owner's Secret Investment Weapon Watch Fort Pitt Capital Group’s Retirement Plan Services with Kevin Hefke from Dunbar, Bender & Zapf  in our webinar “Cash Balance Plans- The Business Owner’s Secret Investment Weapon.” Discover the surprising benefits of Cash Balance pension plans and how professionals can stop leaving money on the table. We[...] Continue reading