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Sean Robertson | Feb 15, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Sean Robertson | Feb 8, 2022

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time
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Sean Robertson | Feb 1, 2022

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Finance
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
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Sean Robertson | Jan 25, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Sean Robertson | Jan 18, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Sean Robertson | Jan 11, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Sean Robertson | Jan 4, 2022

Is Your Classic/Collector Car Underinsured?

Property
Risk Management
Insurance
In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So
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Sean Robertson | Dec 28, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Sean Robertson | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Sean Robertson | Dec 14, 2021

Get In shape - Financial Fitness 101

Finance
Lifestyle
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in
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Sean Robertson | Dec 7, 2021

Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Annuity
Retirement
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at
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Sean Robertson | Nov 30, 2021

Infographic: Helpful Life Insurance Advice You Can Use

Insurance

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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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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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