Retirement Planning for UPMC Altoona Employees in Altoona, PA
Healthcare professionals dedicate their lives to caring for others. Long shifts, overnight calls, and years…
Is the 4% Rule Still Safe for Retirement? Why Modern Retirement Planning Has Changed in DuBois, St. Marys, Clearfield, and Altoona, PA
For decades, the 4% Rule has been one of the most widely cited guidelines in…
Federal Retirement Planning in Pittsburgh, PA, Altoona, PA, Butler, PA, Erie & Philadelphia, PA
What Federal Retirees (and Those Within 6 Months of Retirement) Need to Know If you’re…
Retirement Income Planning in DuBois, Altoona, & Pittsburgh, PA: Why Affluent Retirees Must Coordinate Medicare, Taxes & Investments
If you live in DuBois, PA, Clearfield County, or the greater Pittsburgh region and have…
Did you miss Joe Zappia on the latest Chamber Connections podcast? Don’t worry, we’ve got you covered!
https://www.youtube.com/watch?v=w_U8VZUQmaI #chamberconnections #GreaterDuBoisChamber #babyboomerdilemma #podcast
? Navigating Life’s Challenges to Get to a Successful Retirement
???Money School Webinar – Monday, 1/11/2021 – ?8 pm on your ?laptop, desktop, iPad, or…
Retirement Ready or Not!
Retirement Ready or Not!Webinar – Monday, 3/16/2020 – 8 pm on your laptop, desktop, iPad,…
My Love/Hate Relationship With Annuities
My Love/Hate Relationship With AnnuitiesWebinar – Monday, 3/2/20 – 8 pm on your laptop, desktop,…
How to Maximize Your Social Security Benefit… and Minimize Taxation in Retirement
How to Maximize Your Social Security Benefit…and Minimize Taxation in RetirementWebinar – 2/17/20 – 8…
What You Need to Know About The New SECURE Act Legislation
What You Need to Know About The New SECURE Act LegislationWebinar – 2/3/20 – 8…