Congrats to Brianne King, our new EVP of Wealth Planning! 20+ years at Fragasso delivering expert strategies for complex client needs bizjournals.com/pittsburgh/new…... #FragassoFinancialAdvisors #PlanForYourFuture #NewChapter

💼 Sept 5 is 401(k) Day! Your future self will thank you for checking these 5 things today: ✅ Contributing enough? ✅ Getting your employer match? ✅ Investments match your risk? ✅ Beneficiaries up to date? ✅ Old 401(k)s to consolidate? Your future self will thank you!

🎒 Back-to-school isn’t just for parents. Grandparents can help fund their grandchild’s education and enjoy benefits. Learn how to make a lasting impact: fragassoadvisors.com/why-grandparen… #FragassoFinancialAdvisors #PlanForYourFuture #BackToSchool #LegacyPlanning

On this day, we pause to remember the tragic events of September 11, 2001. We honor the lives lost, the courage of first responders, and the resilience of a nation forever changed. Today, we stand united in remembrance, reflection, and resolve. Remember, honor and never forget.

Congrats to Nicholas Redshaw, CFP® on his promotion to Senior Financial Planning Analyst! 👏 We’re excited to see his continued success at Fragasso. #FragassoFinancialAdvisors

Brandon, Sr. Vice President at Fragasso, recently earned the Enrolled Agent (EA) credential, adding advanced tax expertise to his CPWA®. He now integrates proactive tax planning with wealth management to help clients optimize after-tax outcomes and preserve wealth.

Let’s start the week off right with an award announcement! Fragasso is listed on the 2025 Barron’s Top 100 Independent Advisors – ranked at #52 overall, up one from 2024. To view the full list on Barron’s website at barrons.com/advisor/report…

Only 1 in 3 Americans feel confident about their retirement: investopedia.com/americans-reti… Inflation, healthcare costs & market uncertainty are top concerns. We guide clients through it all—with a plan. #FragassoFinancialAdvisors #PlanForYourFuture #RetirementPlanning

Thinking about downsizing your home in retirement? It might not always save money. Get the pros, cons, and planning tips here: 📖 edwardjones.com/us-en/market-n… #FragassoFinancialAdvisors #PlanForYourFuture

We celebrated our 2025 Best Places to Work win at PNC Park during the Pittsburgh Pirates game! ⚾ Fragasso ranked #5 in the Medium Company category — our 20th year on the list! 🏆 Climbing the ranks: #9 (2023) → #7 (2024) → #5 (2025) #BestPlacesToWork #TeamFragasso

Idle cash costs more than you think. Many investors are shifting to higher-yield accounts that preserve safety and provide income. Is your wealth positioned for growth? apnews.com/article/bank-a… #FragassoFinancialAdvisors #PlanForYourFuture

This group of Fragasso Farmers spent the day at Gilfillan Farm helping our friends from South Hills Interfaith Movement (SHIM). And being the animal lovers we are, we couldn’t resist visiting the goats and sheep! Learn more about how SHIM — shimcares.org.

In our latest blog, we explore two strategies to maximize your impact: ✅ Qualified Charitable Distributions (QCDs) and ✅ Donating Appreciated Stock. 📖 Read more about how these strategies compare and which may align best with your goals: fragassoadvisors.com/the-power-of-g…...

Confidence in finances is improving, but retirement readiness requires more than optimism. Ensure your wealth lasts through life’s transitions and secures your legacy. 🔗ramseysolutions.com/budgeting/stat…... #FragassoFinancialAdvisors #PlanForYourFuture

Private equity, real estate & private credit are gaining traction in retirement plans. Alternatives may offer diversification, but also unique risks. Are they right for you? 🔗 investopedia.com/performance-of… #FragassoFinancialAdvisors #PlanForYourFuture

Lifestyle Owner vs. Value Creator: which are you? • Lifestyle owners: business supports today’s needs but relies on them → little transferable value at exit • Value creators: build systems + culture → lasting market value 🎥 youtube.com/watch?v=uc8-PM…

Social Security: Challenges, Reforms,and What It Means for Your Retirement In our latest blog, CEO Christine Robinette explores the history, current challenges, and potential reforms shaping Social Security today. fragassoadvisors.com/social-securit…

Divorce, widowhood, or retirement = some of life’s biggest transitions. They can be emotional and financial. Women often face the hardest shifts. 🔗investmentnews.com/opinion/naviga… Fragasso helps clients rebuild, refocus, and reimagine what’s next.

Nearing retirement? It’s not just about how much you’ve accumulated — it’s how well your plan can flex during volatility. A recent article from Kiplinger’s is a must-read:  kiplinger.com/retirement/ste… Fragasso helps high-net-worth clients preserve wealth throughout retirement!

Women face unique retirement challenges — longer lifespans, lower savings, and caregiving breaks. Learn more: morganstanley.com/atwork/article… Fragasso helps you plan confidently for life after work. #FragassoFinancialAdvisors #PlanForYourFuture