Before any marriage, it’s important to talk to your soon-to-be spouse about finances. But this discussion becomes even more important if you are getting married later in life. Whether it’s a first marriage in your 40s or you’re getting remarried after a divorce, you’ve typically built up your assets once…
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Category: Wealth Management
Celebrate Financial Literacy Month by brushing up on retirement readiness
It’s no secret that retirement represents the greatest expense you are ever likely to bear. Underwriting 20 to 30 years’ worth of living expenses will generally cost more than any number of cars, houses or vacations you might buy. In light of April’s Financial Literacy Month, we thought it was…
Charlie’s month-end reading list
Here are some of the latest topics of interest at Fort Pitt Capital Group: “Here’s what was on the record about problems with the 737 Max,” comes from The Atlantic. The piece looks into reported problems with the 737 Max. In a public database, controlled by NASA, there were hundreds…
Tip of the month: Spring cleaning your finances
Now that Spring is officially here, it’s time to cut through the clutter and organize your financial life. Here are some tips to help you deep clean your finances: Cut out bad spending habits Keep a journal or go through your financial statements to identify your biggest financial culprits. Whether…
Building a positive relationship with your finances
One of the most important goals financial advisors have is ensuring their clients have a positive relationship with their finances. Sometimes, it can be difficult to change a negative mindset about money, and in turn, impact money decisions that affect budgeting, paying down debt or saving for retirement. To help…
Charlie’s month-end reading list
Here are some of the latest topics of interest at Fort Pitt Capital Group: The first article, “Here comes the Shanghai Accord 2.0: China unleashes gargantuan credit injection to start 2019” comes from ZeroHedge. This piece discusses China’s record credit impulse in January. Chinese financial institutions extended a record high…
Making the best of long-term care
There is nothing that can deplete retirement funds more than extensive health care and long-term care costs. During client review meetings, we believe incorporating a discussion regarding long-term care insurance is an important facet of a holistic financial plan. At some point in our lives we have either experienced personally…
Tip of the month: Strengthening your relationship with your financial advisor
There are plenty of articles and websites dedicated to providing people with dating and marriage advice. These sources share tips on how to move in with someone, when to introduce them to your parents, and how to deal with a significant other's quirky behavior. However, another relationship worth looking to…
Charlie’s month-end reading list
Here are a few of the latest topics of interest at Fort Pitt Capital Group: The first piece, “Nuclear power subsidies inch forward in Pennsylvania as natural gas industry digs in” is from the Natural Gas Index’s daily news. The article describes a group of Pennsylvania lawmakers advocating taxpayer subsidies…
Charlie’s month-end reading list
Here are some of the latest topics of interest at Fort Pitt Capital Group: The first article, “China’s manufacturing powerhouse Guangdong suspends PMI data release as numbers slide,” is from U.S. News & World Report. A Chinese export hub, Guangdong, has stopped publishing monthly economic data at the “request” of…