News and Commentary
Our Thoughts
Solo 401(k) vs SEP IRA
Are you trying to decide between solo 401K vs SEP IRA for your small business? Find out what sets these retirement plans apart and which plan may be best for your situation.
A Guide to Retirement Income Planning
If you’re intimidated by retirement income planning, you’re not alone. Here’s what you need to know about creating your nest egg and investing for retirement.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 22, 2023
CFP Board 2023 Public Awareness Campaign 30 Second Spot
We have two CFP®️ professionals on the Laurel Highlands Wealth Advisory Group. Check out the CFP Board's commercial for 2023!
https://www.youtube.com/watch?v=R3iIeRJ9cE4
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
