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FragassoAdvisor

@FragassoAdvisor

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Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.

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Joined August 2010
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@FragassoAdvisor
FragassoAdvisor
4 days
Building generational wealth goes beyond financial assets—it’s about values, stewardship, and legacy. Strategic philanthropy can strengthen families while creating lasting impact. Read how charitable giving becomes a pillar of long-term wealth planning: 👉
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fragassoadvisors.com
Explore how generational wealth through philanthropy can reshape family values and create lasting impact beyond financial assets.
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@FragassoAdvisor
FragassoAdvisor
8 days
Multigenerational planning isn’t just about wealth—it’s about protecting your family, values, and future. With trillions set to transfer between generations, learn how our Client Experience supports every stage of life: https://t.co/X48ayfuDZQ...
fragassoadvisors.com
At Fragasso Financial Advisors, we consider ourselves a close-knit family. We are a group of individuals who all work together with the common goal of helping our clients work toward …
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@FragassoAdvisor
FragassoAdvisor
1 month
The Great Wealth Transfer isn’t coming—it’s here. 💼💸 In 2025, over $2.5T is shifting across generations, redefining families, philanthropy & the future of investing. Read the full edition: https://t.co/HVwbjRt3Ra Watch the video:
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@FragassoAdvisor
FragassoAdvisor
1 month
Women face unique retirement challenges — longer lifespans, lower savings, and caregiving breaks. Learn more: https://t.co/2WL14B28Pe Fragasso helps you plan confidently for life after work. #FragassoFinancialAdvisors #PlanForYourFuture
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@FragassoAdvisor
FragassoAdvisor
2 months
Nearing retirement? It’s not just about how much you’ve accumulated — it’s how well your plan can flex during volatility. A recent article from Kiplinger’s is a must-read:  https://t.co/XCwBqMhnnL Fragasso helps high-net-worth clients preserve wealth throughout retirement!
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kiplinger.com
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do.
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@FragassoAdvisor
FragassoAdvisor
2 months
Divorce, widowhood, or retirement = some of life’s biggest transitions. They can be emotional and financial. Women often face the hardest shifts. 🔗 https://t.co/6k5ylAWMtC Fragasso helps clients rebuild, refocus, and reimagine what’s next.
investmentnews.com
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
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@FragassoAdvisor
FragassoAdvisor
2 months
Social Security: Challenges, Reforms,and What It Means for Your Retirement In our latest blog, CEO Christine Robinette explores the history, current challenges, and potential reforms shaping Social Security today. https://t.co/OxUFzEDnIm
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fragassoadvisors.com
Understand the history of Social Security and the ongoing challenges and reforms necessary for retirement planning in America.
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@FragassoAdvisor
FragassoAdvisor
2 months
Lifestyle Owner vs. Value Creator: which are you? • Lifestyle owners: business supports today’s needs but relies on them → little transferable value at exit • Value creators: build systems + culture → lasting market value 🎥
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@FragassoAdvisor
FragassoAdvisor
2 months
Private equity, real estate & private credit are gaining traction in retirement plans. Alternatives may offer diversification, but also unique risks. Are they right for you? 🔗 https://t.co/4gjNbWoL4T #FragassoFinancialAdvisors #PlanForYourFuture
investopedia.com
Explore how alternative asset classes—including private equity, real estate, hedge funds, private credit, infrastructure, and commodities—have compared with traditional investments as plan administ...
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@FragassoAdvisor
FragassoAdvisor
3 months
Confidence in finances is improving, but retirement readiness requires more than optimism. Ensure your wealth lasts through life’s transitions and secures your legacy. 🔗 https://t.co/YfCWVK9R1h... #FragassoFinancialAdvisors #PlanForYourFuture
ramseysolutions.com
In the latest edition of The State of Personal Finance report, discover insights on money habits, stress, saving, and AI’s growing role in financial advice.
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@FragassoAdvisor
FragassoAdvisor
3 months
In our latest blog, we explore two strategies to maximize your impact: ✅ Qualified Charitable Distributions (QCDs) and ✅ Donating Appreciated Stock. 📖 Read more about how these strategies compare and which may align best with your goals: https://t.co/QKFPlY0V1g...
fragassoadvisors.com
Charitable giving through QCDs offers a tax-smart strategy for donors. Discover how to enhance your donation efforts today.
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@FragassoAdvisor
FragassoAdvisor
3 months
This group of Fragasso Farmers spent the day at Gilfillan Farm helping our friends from South Hills Interfaith Movement (SHIM). And being the animal lovers we are, we couldn’t resist visiting the goats and sheep! Learn more about how SHIM — https://t.co/mn6DREgV2K.
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@FragassoAdvisor
FragassoAdvisor
3 months
Idle cash costs more than you think. Many investors are shifting to higher-yield accounts that preserve safety and provide income. Is your wealth positioned for growth? https://t.co/5wlcwvpQRY #FragassoFinancialAdvisors #PlanForYourFuture
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apnews.com
New research finds that more Americans are shifting their money from checking and savings accounts into financial vehicles that pay an investment income.
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@FragassoAdvisor
FragassoAdvisor
3 months
We celebrated our 2025 Best Places to Work win at PNC Park during the @Pirates game! ⚾ Fragasso ranked #5 in the Medium Company category — our 20th year on the list! 🏆 Climbing the ranks: #9 (2023) → #7 (2024) → #5 (2025) #BestPlacesToWork #TeamFragasso
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@FragassoAdvisor
FragassoAdvisor
3 months
Thinking about downsizing your home in retirement? It might not always save money. Get the pros, cons, and planning tips here: 📖 https://t.co/BsTNclVbFF #FragassoFinancialAdvisors #PlanForYourFuture
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edwardjones.com
Explore these key trade-offs if you're considering moving homes.
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@FragassoAdvisor
FragassoAdvisor
3 months
Let’s start the week off right with an award announcement! Fragasso is listed on the 2025 Barron’s Top 100 Independent Advisors – ranked at #52 overall, up one from 2024. To view the full list on Barron’s website at https://t.co/GfAPzA13Dh
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@FragassoAdvisor
FragassoAdvisor
3 months
Brandon, Sr. Vice President at Fragasso, recently earned the Enrolled Agent (EA) credential, adding advanced tax expertise to his CPWA®. He now integrates proactive tax planning with wealth management to help clients optimize after-tax outcomes and preserve wealth.
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@FragassoAdvisor
FragassoAdvisor
4 months
Congrats to Nicholas Redshaw, CFP® on his promotion to Senior Financial Planning Analyst! 👏 We’re excited to see his continued success at Fragasso. #FragassoFinancialAdvisors
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@FragassoAdvisor
FragassoAdvisor
4 months
On this day, we pause to remember the tragic events of September 11, 2001. We honor the lives lost, the courage of first responders, and the resilience of a nation forever changed. Today, we stand united in remembrance, reflection, and resolve. Remember, honor and never forget.
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