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
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IRA Blog
Market Review and Outlook
Six Ways Social Security Will Be Changing In 2020
Every day, 10,000 or so baby boomers are turning 65. Some of you have probably already retired. Many are likely counting the days until they can leave the full-time workforce. For many of you, Social Security will be a major part of your retirement income. With that...
How to Retire in 2020
WHEN YOU ARE READY TO retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to make final adjustments to your financial plan and make important decisions about Social Security and health insurance....
The Difference Between Annuities And Life Insurance
Both annuities and life insurance should be considered in your long-term financial plan. While both include death benefits, you buy life insurance in the event you die too soon and an annuity in case you live too long. In other words, life insurance provides economic...
IRA ROLLOVERS AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD IRA Analyst Question: According to the IRS website: Beginning in 2015, you can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own (Announcement 2014-15 and Announcement...
THE SECURE ACT RUINS A PERFECTLY GOOD QCD
By Andy Ives, CFP®, AIF® IRA Analyst As we gradually peel back the layers of this legislative onion called the SECURE Act, more and more discoveries come to light. One revelation is how qualified charitable distributions (QCDs) are potentially affected. Could a QCD...
SECURE ACT ATTEMPTS TO ADVANCE ANNUITIES IN COMPANY SAVINGS PLANS – PART 2: PORTABILITY AND BENEFIT STATEMENT ILLUSTRATIONS
By Ian Berger, JD IRA Analyst The new SECURE Act contains three provisions that are designed to promote annuities in company savings plans. The January 8, 2020 Slott Report described the first of these three changes – new protection for companies if the insurance...
December 2019 Market Review
December 2019 Market Review -Darren Leavitt, CFA US equity markets continued their ascent in December in what was an impressive showing for the markets in 2019. Trade policy negotiation between the US and China continued throughout the month with an initial agreement...
November 2019 Market Review
November 2019 Market Review -Darren Leavitt, CFA US equity markets crushed it in November with substantial gains across all the major indices. Record highs were inked for the S&P 500, up 3.4%, the Dow, up 3.72%, and for the NASDAQ, which gained 4.5% over the...
October 2019 Market Review and Outlook
October 2019 Market Review -Darren Leavitt, CFA Global risk assets were in favor during the month of October. In October, investors continued to be hopeful that a trade deal between the US and China could be forged and also optimistic that a no-deal Brexit could be...
