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About AFG

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So far AFG has created 54 blog entries.

November is Long-Term Care Awareness Month

By: Barb Leson, FMLI

November is the ideal time to discuss long-term care with your financial advisor and learn how they can help you plan for a more secure future. At least 70% of people over the age of 65 will […]

Remembering Investment Returns vs. Investor Returns

By: Mark A. Manetti, CFP®

Do you happen to remember the top headlines from this time last year?  Chances are that you may not recall, and it happens to all of us from time to time.  Our memory can sometimes fail […]

Tax and Estate Planning Throughout Retirement

By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP®

There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being assured that you have accumulated enough assets for […]

The Powerful Benefits of Life Insurance

By: Barb Leson, FMLI

September is Life Insurance Awareness Month (LIAM) and the perfect time to emphasize the importance of life insurance with your financial adviser. Life insurance is a simple answer to a very difficult question: How will my family […]

Allegheny Financial Group Announces New Partner

Mark A. Manetti, CFP® named to Allegheny Board of Directors

Pittsburgh, PA, July 22, 2015 — Allegheny Financial Group, LTD, a financial planning and investment management firm, announces the expansion of firm ownership to 13 with the addition of Mark A. […]

A Financial Starting Point for Young People

By: David Jeter, CFP®

You may be a freshly minted graduate beginning your first ‘real’ job or maybe you’re a couple years in and feel confident about your start in our profession. Either way, you have a financial journey ahead of […]

The Roth IRA…The Greatest Thing Since Sliced Bread

By: Nancy D. McKee, CFP®

My mother was well known for her prolific use of expressions: “Money doesn’t grow on trees,” and “If wishes were horses, beggars would ride.”  Sometimes we knew what she was inferring, but other times her sayings […]

Utilizing Low Income Years After Retirement

By: Ralph S. Boyd, Jr., CFP®

Planning options prior to Social Security and Required Minimum Distributions

We often receive questions from clients concerning the decision to delay social security benefits until the maximum age of 70.  This is a decision that requires […]

Key Steps to Combat the Rising Cost of a College Education

By: William Merrell, CFP®

It is no secret that a college education is expensive. Between tuition, fees, room and board, the total cost can be mind boggling for parents that have not paid attention to the cost of tuition since they […]