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How to Pass on Your Money Without Spoiling Your Children

Written by: Bradley Newman, CFP® | Lead Financial Advisor If you have sufficient assets in your portfolio, you're probably planning on leaving a portion of them to your children. While passing on your wealth gives your offspring a head start and safety net as they move forward in life, it's crucial that they know the proper ways to handle their inheritance without[...] Continue reading

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

Are Your Kids Staying Safe Online?

Kids are making the transition to the online world, and it’s never been a better time to talk about online safety. While they explore everything from online learning and education to social media and gaming, parents can help their children make the most of their online experience, and do it safely. This SANS Newsletter highlights areas to cover when preparing kids[...] Continue reading

Compliance Corner: Trusted Contacts Amid COVID-19

The COVID-19 pandemic has forced many people to stay at home. Although this has provided people with the opportunity to spend more time with their families, it has also taken a toll on income and finances. To continue making payments on expenses, such as mortgages and bills, some investors have had to tap their retirement accounts for extra funds.  Under the CARES[...] Continue reading

Ruth Bader Ginsburg’s legacy & historic impact on personal finance

Ruth Bader Ginsburg (RBG) was revolutionary in helping women have the ability to do things we take for granted that used to be considered a “privilege.” Recently, I was included in a Yahoo Money article highlighting the critical advancements made during RBG’s career. Ginsburg was instrumental in making it illegal for colleges to discriminate against women on the[...] Continue reading