What Is a MYGA? A Guide to Multi-Year Guaranteed Annuities
If you’re looking for a predictable interest rate, protection from stock market losses, and a…
Medicare Advantage Annual Notice of Change: Don’t Ignore This Important Letter
If you have a Medicare Advantage plan, one of the most important pieces of mail…
The Right Questions to Ask Before You Retire (Ages 55–75)
Are You Asking the Right Questions About Retirement? If you’re between 55 and 75 years…
Why I Became a Financial Planner
Some careers are simply jobs. Others become a calling. For me, becoming a financial planner…
Inflation, Rising Costs, and Retirement: How to Protect Your Lifestyle in Today’s Economy in DuBois & Altoona PA
Are Rising Prices Affecting Your Retirement Plans? Have you noticed? Groceries cost more. Gas costs…
Age 60–63? Don’t Miss This Powerful Retirement Catch-Up Opportunity
If you’re between ages 60 and 63 (not turning 64 this year), you may have…
Retirement Planning for Beverage-Air Employees in Brookville, PA
A Local Employer with Long-Standing Impact Beverage-Air has been a well-known employer in Brookville, PA,…
Retirement Planning for Penn State Employees Affected by Campus Closures
Across Pennsylvania, changes in higher education are leading to the consolidation and closure of some…
Retirement Planning for Metal Powder Products Employees in St. Marys, PA
If you’ve spent years working at Metal Powder Products in St. Marys, Pennsylvania, retirement may…
Best Financial Planners in the Tri-County Area: Thank You for Voting Joe Zappia & Team #1
A Heartfelt Thank You to Our Community We are honored to be voted Best Financial…