Category: Articles

DINK Financial Planning: Smart Wealth Strategies for Dual-Income, No-Kids Couples

More millennials are embracing the Dual-Income, No Kids (DINK) lifestyle, unlocking a unique set of financial planning advantages. Without the costs of raising children, many are accelerating their wealth through intentional DINK financial planning strategies, including early retirement planning, tax...

Allegheny Financial Group Names Four Firm Partners

Pittsburgh, PA, July 14, 2025 — Allegheny Financial Group, a financial planning and investment management firm, has named four partners of the firm effective July 1, 2025: Trina Brown, CFP®, CSRIC®, CDFA®, Matthew Kelly, CFP®, Eric Matsko, CFP®, CTS®, and...

Capital Market Review – Second Quarter 2025

Key Takeaways from 2Q2025 The first half of 2025 has been anything but boring. Stocks, as measured by the S&P 500 Index, rose through the first six weeks of the year, closing at an all-time high on February 19th. The...

Don’t Let Liquidity Drain Your Wealth: Smart Financial Planning Guidance

Market volatility at the start of this year has left many investors feeling uneasy. It’s natural to question whether your savings are working hard enough, or if it’s safer to hold onto cash. But when it comes to liquidity in...

How to Manage a Sudden Inheritance: Key Steps & Tax Planning Advice

The Great Wealth Transfer: What You Need to Know Many of us will eventually face the responsibility of managing an inheritance. With the earliest members of the Silent Generation nearing the century mark and the tail-end of the Baby Boomers at...

Subscribe to our newsletter!

Popular Posts

This field is for validation purposes and should be left unchanged.
checkbox(Required)