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Sean Robertson | Aug 2, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Sean Robertson | Jul 30, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Sean Robertson | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Sean Robertson | Jul 12, 2022

When Life Insurance Makes Financial Sense in Retirement

Insurance
Retirement
When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any
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Sean Robertson | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Sean Robertson | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Sean Robertson | Jun 21, 2022

Think You’re Covered for Travel Abroad? Think Again

Insurance
World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people
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Sean Robertson | Jun 14, 2022

How Political Climates Affect the Financial Markets

Finance
If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what
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Sean Robertson | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Sean Robertson | May 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Sean Robertson | May 24, 2022

Should You Purchase Car Rental Insurance?

Insurance
Property
Anyone who has ever rented a car knows that cringing feeling that comes up when the rental agent asks whether you want to purchase rental car insurance. It’s
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Sean Robertson | May 17, 2022

5 Common Financial Terms - You Probably Should Know

Education
Finance
If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your
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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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