In this article, financial advisor Brian Werner discusses the importance of having a diverse & balanced portfolio for a successful retirement. Learn more here.
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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.
Pittsburgh is a great area for retirees. Read here to learn why & see the 4 top neighborhoods for retirees in the Pittsburgh region.
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.
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.
Retirement can be overwhelming. In this article, financial advisor Brian Werner answers the top 7 questions people have about retirement planning. Read it here.
The failure of Silicon Valley Bank (SVB) has put everyone on high alert. Inflation and a struggling stock market already had people bemoaning the state of the economy, but the collapse of a respected bank that serviced many of the country’s leading
What happened to the Bonds in your 60% Equity/40% Fixed Income Portfolio in 2022? Weren’t they supposed to be the safe part of your investments? “This year’s bond crash will go down in the history books as an extreme: a 24.8% plummet for long-t
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent market valuations given the volatile market decline.&n
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent down, to be eligible for Medicare benefits, especially long-term