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Pittsburgh, PA 15222

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(412) 325-8813

 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

3 Important Insurance Considerations for Retirees

3 Important Insurance Considerations for Retirees

Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.

Don't Buy The Hype

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

 

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Is it Too Late to Plan for Retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

Retirement Victory Lap

A confident retirement begins with a plan.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Rightsizing for Retirement

What does your home really cost?

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