CONNECT

Address:

5020 Centre Avenue
Pittsburgh, PA 15213

Phone:

412-681-2700

Fax/Other:

412-697-2235

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

What Would Happen to Your Estate?

  • The Latte Habit

    The Latte Habit

    How little things can add up over time

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

  • Bringing Up Baby

    Bringing Up Baby

    The cost to raise a child from cradle to college.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck