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For over 70 years, our family's business has focused on helping our clients manage their "family business."
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Pittsburgh Melanoma Foundation
Our team has sponsored and participated in the Pittsburgh Melanoma Foundation's annual 5k for seven straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for five straight years.
St. Catherine Labouré Parish
Dennis, Ryan and Dan are all active members of St. Catherine Labouré Parish in Upper St. Clair.
Minor Savings Options
We lay out a few options to consider when saving for minors.
We discuss FDIC coverage - why it's so important and how ignoring FDIC limits can potentially put your cash at undue risk.
Q3 2023 Quarterly Update
We recap another strong quarter for the stock market, illustrate how consumer confidence is on the rise after a near-record long run of negative outlook and look ahead to the big items on the calendar in the months to come, including our exclusive virtual event on July 26!
Stay up-to-date and in-the know about every aspect of your financial picture.
September 20, 2023
Dept of Ed Launches New SAVE Income-Driven Repayment Plan - The McNamara Investment Group
With federal student loan payments set to resume the first of the month, the Department of Education recently announced changes to its income-driven repayment plan. Considered the "most generous" repayment plan to date, the Saving on a Valuable Education (SAVE) Plan will increase the income threshold for payments up to 225% of the federal poverty level and eliminate the accrual of unpaid monthly interest, as long as borrowers make their monthly payments as required under SAVE. In July 2024, borrowers will see additional changes, including a cap on their monthly payments of no more than 5% of their discretionary income (10% for graduate loans) and a sliding scale for federal student loan forgiveness moving forward. Click the link below to read more about these changes and to find instructions on how to enroll in the SAVE Plan. As always, if you have any questions, please... call - (724)743-3301 text - (724)888-5684 email - firstname.lastname@example.org https://files.constantcontact.com/c839c829701/9982e0e0-8314-4e31-8055-9e2e6b9b3a2f.pdf
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning. Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 13, 2023
FAFSA Simplification Act Changes for Implementation in 2024-25 | Knowledge Center
ICYMI, earlier this year, the Dept of Education announced a delay in the release of the 2024-25 FAFSA. The application is expected to open sometime in December 2023, as opposed to its usual time of October 1. The Free Application for Federal Student Aid has been undergoing a redesign that the DOE has called "the most ambitious and significant redesign...in decades [that] will significantly simplify how students, parents and other educational stakeholders use the FAFSA." Click the link below to read more about these changes, which include a transition away from Expected Family Contribution calculations and adjustments to how minors savings accounts (like 529s) are treated, among others. If you have any questions, be sure to call, text or email our team today! https://fsapartners.ed.gov/knowledge-center/library/dear-colleague-letters/2023-08-04/fafsa-simplification-act-changes-implementation-2024-25