The Estate and Retirement Planning Center
est. 2003
The Estate and Retirement Planning Center has been working with friends and neighbors throughout the greater Greensburg, Pennsylvania, area to help them achieve their current and future financial and estate distribution goals through the use of insurance, investment and legal tools.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Learn MoreWorkshop Schedule
Learn MoreEducational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
Learn MoreWeekly Newsletter
IRA Blog
Market Review and Outlook
Take Charge of Your Future During Self-Improvement Month
As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlight on ourselves. Representing two sides of the same coin, self-improvement asks the question “how can I push...
The Crisis in Retirement Planning
Corporate America really started to take notice of pensions in the wake of the dot-com crash, in 2000. Interest rates and stock prices both plummeted, which meant that the value of pension liabilities rose while the value of the assets held to meet them fell. A number...
Promoting Women’s Equality in Retirement Planning
Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19th amendment, which gave women the right to vote, today it recognizes and encourages people and organizations to promote...
A SHORT PRIMER ON DEFINED BENEFIT PLANS
By Ian Berger, JD IRA Analyst Like cassette tapes and slide rules, defined benefit (DB) plans are becoming relics of the past. It’s estimated that 88% of private sector employees with a company plan in 1975 were covered by a DB plan. Today, that number is less than...
TOP 10 RMD GOOFS, GAFFES AND BLUNDERS
By Andy Ives, CFP®, AIF® IRA Analyst People stumble over themselves all the time. Bad advice is provided, misinformation gets freely disseminated, and sometimes normally smart individuals do less-than-smart things. Stories of good folks fouling up their required...
QCDS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD IRA Analyst Question: Hello, I’ve been a follower of Ed’s expertise for over 10 years. The information has always been helpful and clearly explained. At this time, I’m looking to help a client minimize her taxes. She recently inherited an IRA from...
August 2019 Market Review and Outlook
Market Recap August 2019 -Darren Leavitt, CFA Investors endured a volatile month in August that saw most developed and emerging equity markets decline. The S&P 500 lost -1.81% during the month, the Dow lost -1.72%, the NASDAQ shed -2.60%, and the Russell 2000 lost...
2019 Mid-Year Review, Outlook and Expectations
US Consumer – Still Strong, Best is Behind Us Expected to contribute 1.5% (solid) of GDP growth, chugging along at 2%ish spending clip Nothing related to the consumer on the horizon that would force the Fed’s hand one way or the other. From the consumer standpoint, it...
May 2019 Market Review and Outlook
Market Review May 2019 -Darren Leavitt, CFA Equity markets did an about-face in May with the S&P 500 inking its first monthly loss of 2109. Investors fled risk assets for safe-haven US treasuries as trade negotiations between the US and China soured. Trade...
