Phone: 412-261-5966 | Toll Free: 800-722-1143 | Fax: 412-261-3353
Phone: 412-261-5966 | Toll Free: 800-722-1143 | Fax: 412-261-3353

Author: Bobby Hapanowicz

Tips for Verizon Employees Considering an EISP Offer and Early Retirement

June 10, 2022 | Bobby Hapanowicz

The decision of when to retire is one of the biggest you can ever make. An early retirement offer from Verizon, whether an ISP, EISP, or Special EISP, can result in you having to accelerate that decision within a relatively short amount of time. For this…

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How to Know If You Should Do a Roth Conversion

December 6, 2019 | Bobby Hapanowicz

Depending on the type of Individual Retirement Accounts (IRA) you have in your portfolio, you may need to look at the potential of a Roth IRA Conversion as part of your financial retirement plan. So, why should you consider a Roth IRA Conversion?

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Retirement Planning: How to Take Out Without Running Out

November 25, 2019 | Bobby Hapanowicz

One of the most common retirement planning concerns is understanding how much money you'll be able to withdrawal each year from your retirement account. Which, in turn, leads to another critical question: How large does your nest egg need to be?

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What are the Fundamental Components of a Financial Plan?

November 12, 2019 | Bobby Hapanowicz

Every individual is unique in their specific financial goals and their ideal visions for their future. So while individual life motivations, circumstances, and goals might differ, the financial planning process will typically look the same, no matter who…

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