Resources
Be Wary of Social Media ‘Fin-Fluencers’
Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to ...
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When It’s Time To Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their ...
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Don’t Let These Financial Surprises Trip You Up
Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much. It’s ...
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Safeguarding Assets from an Ex-Spouse
Key Takeaways: Understand the basics of how premarital assets are viewed versus postmarital assets. Prenups can make sense if you have children from a previous ...
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Smart Money Moves to Make While You’re Still Mentally Sharp
Key Takeaways: Your ability to make smart financial decisions may start to decline sooner than you think. Have important conversations with family and trusted advisors ...
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Family Business Succession: An Overview for Owners and Heirs
Key Takeaways: The lack of a solid succession plan can easily result in family conflicts that hurt the company. If the decision is to keep ...
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380 Southpointe Blvd
Suite 130
Canonsburg, PA 15317