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Sean Robertson | May 10, 2022

The Power of Compound Interest

Education
Investments
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew
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Sean Robertson | May 3, 2022

Life Insurance Replacement: What You Need to Know

Insurance
The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not
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Sean Robertson | Apr 26, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Sean Robertson | Apr 19, 2022

The Ins and Outs of Banking Online

Finance
Technology
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs
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Sean Robertson | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Sean Robertson | Apr 5, 2022

Three Reasons Why Life Insurance is More Than Just a Death Benefit

Insurance
Retirement
Tax Planning
Life insurance is universally recognized as an essential pillar of a financial plan for providing much needed capital in the event of a breadwinner. It is also
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Sean Robertson | Mar 29, 2022

Calculating Retirement Savings: How to Add Up Your Financial Future Success

Retirement
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an
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Sean Robertson | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Sean Robertson | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Sean Robertson | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Sean Robertson | Mar 1, 2022

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Tax Planning

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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Sean Robertson | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

2009 Mackenzie Way, Suite 100
Cranberry Township, PA 16066

724-473-3222

sean@elevatepwadvisors.com

 

 

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