Diversifying Your Portfolio for a Successful Retirement
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
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Stop thinking it’s impossible to build a retirement fund
Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg
Read moreIs Buffalo a Good Place to Retire?
Buffalo, NY boasts a rich cultural tapestry, a thriving economy, and captivating natural beauty, making it the perfect destination for retirees seeking a fulfilling and vibrant life. Learn more here.
Read moreWhat is a 60/40 Portfolio and is it a Good Investment Strategy?
Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.
Read moreIs Pittsburgh a Good Place to Retire?
Pittsburgh is a great area for retirees. Read here to learn why & see the 4 top neighborhoods for retirees in the Pittsburgh region.
Read moreIs Bucks County a Good Place to Retire?
Bucks County is a great area for retirees. Read here to learn why & see the 3 top neighborhoods for retirees in the Bucks County region.
Read moreFinancial Checklist for Changing Jobs
In this article, financial advisor Brian Werner outlines what to do before, during & after your job transition to make sure your finances are in order. Read it here.
Read moreUse this smart investing calculator from Winthrop Partners to help determine how to save & invest to meet your financial goals. Click here to try the calculator.
Read moreWhat Happens to Your 401k When You Change Jobs
In this article, financial advisor Brian Werner discusses what you need to know about managing your 401(k) plan after you switch jobs. Read here to see the pros & cons of each option.
Read more7 Common Questions About Retirement Planning
Retirement can be overwhelming. In this article, financial advisor Brian Werner answers the top 7 questions people have about retirement planning. Read it here.
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