Choosing a financial advisor is an important decision, but many people aren’t sure what happens after they say “yes.” In this guide, we’ll walk you through what to expect from a financial advisor during your first year together—from onboarding and […]
What to Expect During Your First Year With a Financial Advisor Read More »
Have you ever wondered whether your financial plan is really working as well as it could? A financial second opinion gives you the opportunity to have an experienced fiduciary review your investments, retirement strategy, tax planning, insurance, and estate planning
What Happens During a Financial Second Opinion? Read More »
Are you confident your financial plan is working as efficiently as possible? A financial second opinion can help investors evaluate their investments, taxes, retirement plans, insurance coverage, and overall financial strategy to identify opportunities and gain greater peace of mind
A Financial Second Opinion: Is Your Plan Really on Track? Read More »
Most people think financial advisors primarily manage investments, but comprehensive financial planning goes far beyond portfolio management. In this discussion, the team at Pennsylvania Capital Management explains how cash flow planning, tax strategies, insurance reviews, retirement planning, and estate planning
Beyond Investment Management: What a Financial Advisor Really Does Read More »
Tax season can be stressful—but many of the most costly mistakes are also the most avoidable. In this episode, we highlight common tax pitfalls to avoid, from missing investment income and poor record keeping to costly timing mistakes with investments.
Common Tax Pitfalls to Avoid This Filing Season Read More »
Insurance is one of the most important—but often overlooked—components of a strong financial plan. In this episode, we break down the four key types of insurance everyone should understand: life, long-term care, disability, and umbrella coverage. Whether you’re protecting your
The 4 Types of Insurance Everyone Should Understand Read More »
With the April 15th deadline approaching, there’s still time to make IRA contributions that could impact both your retirement savings and your current tax bill. In this episode, we walk through contribution limits, key deadlines, and strategies like the backdoor
IRA Contributions Explained: Deadlines, Limits & Strategies Read More »
How to Maximize Deductions Under the New Tax Rules As 2025 comes to a close, it’s the perfect time to review your charitable giving strategy—especially with new tax law changes taking effect in 2026. In this short video, PCM financial
Year-End Charitable Giving Read More »
Tax planning isn’t just about filing—it’s about making smart decisions throughout the year to keep more of what you earn. In this video, PCM’s Andrew Randisi, CFP®, joins Lesley to share practical tax strategies for 2025. From maximizing retirement contributions
Smart Tax Strategies 2025: Tips from PCM Financial Experts Read More »
Saving for college can feel overwhelming, but with the right approach—and the right tools—it’s completely achievable. In this post, we explore how families can take advantage of 529 plans and financial planning insights to fund education while staying aligned with broader
Mastering College Savings: 529 Plans and Financial Planning Insights Read More »
Life is unpredictable—but the right guidance can provide clarity, comfort, and confidence when it matters most to help you to plan for the unexpected. Lesley Buck: Welcome everyone to our podcast today. We’re joined by Irvin Schorsch and Donna Zanetti
Plan for the Unexpected: Building Financial Confidence for Every Family Member Read More »
Buying a car today isn’t what it used to be—and in this episode, PCM’s Irvin Schorsch and Andrew Randisi break down what’s changed and how to make smarter decisions. Lesley: [00:00:00] Welcome everyone to our podcast this week. We’re joined
The Smart Way to Buy a Car in Today’s Market Read More »
