News and Commentary
Video Library
Now or Next Year? Why 2025 Might Be the Smarter Time to Give
If charitable giving is part of your financial plan, this is a conversation worth having now—before year-end.
Medicare Enrollment When You Already Have Coverage
Hear from Mark Santaniello on whether it is necessary to enroll in Medicare at age 65 if you have health care coverage with your employer.
Triple Tax Advantages of Health Savings Accounts
Hear from Mark Santaniello on the triple tax advantages that can come from Health Savings Accounts.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 14, 2025
Wonderful experience for our team volunteering today at CHOP Out Hunger℠. Thanks to Dani Ruhf and her team for all that you do to assist with food insecurity in our community.
November 12, 2025
Honored to be a part of a wonderful event hosted by the Boys and Girls Clubs of NEPA recognizing this year's Champion of Youth recipients. Very inspiring and uplifting speeches were given by the honorees, Laura Ducceschi of the Scranton Area Community Foundation and Colleen Leonard representing the Harold J. Newell Family. A great time was had by all at the beautiful Banks reception venue in Pittston.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
