Understanding Today’s Financial Environment
I’m Lisa Krall, a financial professional in Greensburg, PA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (724) 858-1122.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A four-step framework for building a personal legacy.
Second marriages are a trigger event to revisit any existing estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
How to help determine life insurance needs to provide for your family after you pass away.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Tips to avoid checking in luggage on your next vacation.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.