Author: Oliver Cohen

“What’s the best age to start drawing Social Security benefits?” is one of the most common planning questions I get from clients.  To make the most of your social security income, you need a thorough understanding of the rules, and an integrated strategy that fits your unique circumstances. So, let’s start with the basics. Know…

Once you’ve written your will, pat yourself on the back. Then get back to work, because estate planning goes far beyond how your assets will be divided. Who should get Grandma’s cherished engagement ring? How would she want her funeral to be arranged? Where are the keys to the shed out back? Who is going…

Medicare is a program that most adults have been paying into their entire careers. From every paycheck you’ve earned, 1.45% has been set aside, plus a matching 1.45% from your employer, as part of the Federal Income Contributions Act. Although we have all been paying into it, few people outside of the financial planning industry…

Waldron Private Wealth recently hosted a highly informative panel discussion exploring the unique landscape in Western Pennsylvania for business owners looking to sell and entrepreneurs looking to buy. The panel included industry experts who have helped 100s of buyers and sellers maximize their multiples and gain entry into targeted markets. Panel:John Lewis II, Co-Founder, Metz…

The importance of having good credit reaches far beyond the ability to buy a car. Good credit will allow you to rent an apartment, open a credit card account with favorable incentives, or simply open a cable or utility account. Without it, you will likely have to pay a security deposit just to turn the lights…

The rate at which technology is impacting business is accelerating. And the breadth of that impact is expanding as well. But when you are in the thick of developing your team, growing your marketshare and strengthening your brand – evaluating and preparing for trends on the horizon may not make it onto your daily agenda.…

As of this post, the Mega Millions jackpot is up to $1.6 billion. That is beyond life changing, that is island buying. With all the billboards, social media posts and articles, it would be hard to not be aware of how big the jackpot has grown. So, against your better judgement, you may have been…

Choosing a financial advisor can be a complicated process for anyone. Part of the challenge is that without an intimate knowledge of the financial services industry, you may not know what types of services are available, which services you need or what they should cost. But when you decide that your financial situation requires professional…

We have had the good fortune over the years to work with successful business owners all across the country. And as wehave heard their fascinating stories of how they built andcultivated business success, the word that best probably bestdescribes each of their stories is “unique”. Download