We have moved our North Hills office to
2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
Our Mt. Lebanon office location remains unchanged

Financial Insights

Posts by Brian Jourdan
mother and son sitting together on a boat

Integrating Estate Planning into Your Financial Plan

Estate Planning, Financial Planning

When considering your long-term financial goals, estate planning is a crucial component that should never be overlooked. For many individuals and families in the Pittsburgh area, incorporating estate planning into their overall financial strategy ensures that their legacy is protected, their assets are managed efficiently, and their loved ones are provided for after they are […]

Retirement Contribution Changes: Can You Benefit?

Retirement Planning

Many people are experiencing the tough end of inflation where they are finding the need to adjust their spending allowances in order to cover the higher cost of living. Inflation can be frustrating, but for those who contribute to a retirement fund, that higher cost of living can enable them to save more for retirement […]