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
Annuities: Why You Need To Know How They Work
You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if...
read morePre-Retirement Checklist: Tips for How to Prepare for Retirement
Get tips on what to do if you're 10, 5 or 1 year out from retirement. What is your current retirement outlook? If you’re 10 years or less from retirement, does getting everything in order seem like too much to process? Do you know where to even start? According to a...
read moreWhy It’s Different for Women in Retirement: Three Retirement Saving Factors
While a women-led revolution plays out in the American workplace, the retirement landscape is still evolving. In the second half of the 20th Century, women’s participation in the workforce rose from 29.6 percent to 46.5 percent.1Among those age 25 to 34, during that...
read morePAYING ATTENTION TO THE RULES IS CRUCIAL
By Jeremy T. Rodriguez, JD IRA Analyst If the dictionary had pictures next to each word, the U.S. Tax Code would fit nicely next to the definition of “esoteric.” But as we all know, this complex web of rules and regulations cannot be ignored. Mistakes cost money, in...
read moreTAX DAY IS HERE! – 2 IRA LESSONS WE LEARNED THIS TAX SEASON
By Sarah Brenner, JD IRA Analyst Today is April 15, 2019. This is deadline for filing your 2018 federal income tax return, unless you have an extension. This tax season was the first one where we saw the impact of the Tax Cuts and Jobs Act. Wholesale changes to the...
read moreMISSED RMDS AND RETIREMENT PLAN ROLLOVERS: TODAY’S SLOTT REPORT MAILBAG
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have a question for a situation I have never come across before. I have a client that just found out they missed taking their RMD’s from one of their retirement accounts for the last 5 years! Assuming they take...
read moreMarch 2019 Market Review and Outlook
-Murray Titterington, CFP, CIMA Most of the major U.S. equity indices rose in March, and all of the indices notched their biggest quarterly gains in nearly a decade. The rise in US equity markets was attributed to signs of progress on U.S. – China trade negotiations...
read moreFebruary 2019 Market Review and Outlook
Murray Titterington, CFP, CIMA The US equity markets rose again during the second month of the new year, with the Dow Jones Industrial Average and the S&P 500 both posting their best two-month start to a year in nearly three decades. The indices’ rise was aided by...
read moreJanuary 2019 Market Review and Outlook
January 2019 Market Review and Outlook -Murray Titterington, CFP, CIMA It’s déjà vu all over again. 2019 is off to a good start, just like January of 2018. Stocks climbed during the first month of the year, with the S&P 500 rising the most in January since 1987, and...
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