Brian Catale & Associates

Brian Catale & Associates Wealth Protection & Management, Retirement Accounts, Retirement Planning, Medicaid Planning, Annuities, Lifetime Income, Estate Planning
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KeyStone College Funding
08/08/2019

KeyStone College Funding

The Clock is ticking on how much MONEY you can SAVE and on your child's College education! Book a meeting with Kimberly today!
724-591-8475

Have you considered how you will pay for your children to attend college ? Reach out to us for a free appt 724-591-8475
10/17/2018

Have you considered how you will pay for your children to attend college ?
Reach out to us for a free appt 724-591-8475

National Social Security Advisor Certificate was issued by National Social Security Association to Kimberly Catale.
09/04/2018
National Social Security Advisor Certificate was issued by National Social Security Association to Kimberly Catale.

National Social Security Advisor Certificate was issued by National Social Security Association to Kimberly Catale.

Earners of the National Social Security Advisor Certificate have demonstrated the required knowledge necessary to assist clients in reviewing the many options that are available when receiving Social Security benefits as well as provide objective and unbiased Social Security education to the public....

Come join us every other Tuesday for the life long learning  and every Monday for Legacy theater at Upmc Cumberland wood...
08/21/2018

Come join us every other Tuesday for the life long learning and every Monday for Legacy theater at Upmc Cumberland woods in Mccandless twp !

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
03/05/2018
“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Is there a role for both active and passive investments in your portfolio?
03/02/2018
The Great Debate Continues: Active vs. Passive

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

02/23/2018
myf.mg

Childhood attitudes and habits can determine your child's health in his or her adult years.

02/21/2018
myf.mg

Considering alternative investments? It’s critical to sort through the complexity. #video

Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
02/19/2018
Money Draining Food Myths

Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health

These food myths will really put a drain on your wallet.

To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
02/16/2018
Countering Counterfeit Currency

To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Take an inside look into Simplified Employee Pension plans.
02/14/2018
Is a SEP-IRA Right for Your Business?

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Concerned about identity theft? Some things to leave at home. #IdentityTheft
02/12/2018
Please Leave Home Without It

Concerned about identity theft? Some things to leave at home. #IdentityTheft

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Is your retirement portfolio subject to “sequence of returns” danger?
02/09/2018
Retirement Income and the Traditional Portfolio

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

There are four basic steps to calculating the value of an estate.
01/22/2018
Four Steps to Valuing an Estate

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The DOMA ruling presents an ideal time for same-sex couples to examine financial strategies.
01/19/2018
Financial Strategies in a Post-DOMA World

The DOMA ruling presents an ideal time for same-sex couples to examine financial strategies.

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

When leaving a company, consider 3 choices for your retirement money. #401k
01/17/2018
Choices for Your 401(k) at a Former Employer

When leaving a company, consider 3 choices for your retirement money. #401k

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

#Apps may help you achieve #goals, but the options can be overwhelming. Here's five recommendations.
01/15/2018
Apps That Help Achieve Goals

#Apps may help you achieve #goals, but the options can be overwhelming. Here's five recommendations.

If you find it hard to attain personal life goals, there’s an app for that!

The savings rate is the government’s estimate of how much U.S. households are saving.
01/12/2018
U.S. Personal Savings Rate

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Want to learn more about how you can "stretch" your retirement plan's tax benefits?
01/08/2018
What Is a Stretch IRA?

Want to learn more about how you can "stretch" your retirement plan's tax benefits?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
01/05/2018
What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

Here's a breakdown of how the federal government spends your tax money.

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
01/03/2018
From Boats to Brokers

The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

When was the last time you updated your will?
01/01/2018
Will Power

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

When an investment matures, it's time for a decision. Consider all your options.
12/29/2017
Options When Your CD Matures

When an investment matures, it's time for a decision. Consider all your options.

Knowing your options when a CD matures can help you make a sound investment decision.

What does it actually cost to raise a child? You might be surprised.
12/27/2017
The Half Million Dollar Baby

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Estate tax laws have been around since 1797. Are you comfortable with your estate strategy? #EstateTax
12/22/2017
Do You Feel Lucky?

Estate tax laws have been around since 1797. Are you comfortable with your estate strategy? #EstateTax

Recent changes in estate tax laws could affect the strategy you have in place.

Valuation is important for business succession, estate taxes andeven qualifying for a loan.
12/20/2017
What is the Value of Your Business?

Valuation is important for business succession, estate taxes and
even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance
12/18/2017
Understanding Homeowner’s Insurance

Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance

Purchasing homeowners insurance is critical for protecting your home.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
12/15/2017
Value vs. Growth Investing

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Once meant for the very rich, the AMT now targets many middle class taxpayers. Are you one of them?
12/13/2017
Do You Owe The AMT?

Once meant for the very rich, the AMT now targets many middle class taxpayers. Are you one of them?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

You’ll need to weigh several factors before retiring abroad.
12/11/2017
Thinking of Retiring Abroad?

You’ll need to weigh several factors before retiring abroad.

However exciting retiring abroad may sound, it deserves considerable planning.

Taxes too high? People turn to tax pros at tax time. #IncomeTax
12/08/2017
How Income Taxes Work

Taxes too high? People turn to tax pros at tax time. #IncomeTax

A quick look at how federal income taxes work.

Over age 50? You may be able to catch-up on retirement.
12/06/2017
Catch-Up Contributions

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Ready for retirement? Five words to consider.
12/04/2017
Ready for Retirement?

Ready for retirement? Five words to consider.

Are you ready for retirement? Here are five words you should consider.

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910 Sheraton Dr
Mars, PA
16046

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