Transition Advisor Group

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If you missed watching June Oppman on Good Day PA on ABC27 today be sure to watch here!

10 Tips To Help Empower Women Investors Today's woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track. You’ll learn:... - Why you should have your own credit score - Why you should pay yourself first - What you should always keep on hand Click on the link to receive your download https://tag-pa.com/

If you missed watching June Oppman on Good Day PA this week watch here!

From our families to yours, Merry Christmas.

From our families to yours, we wish you a very Happy Thanksgiving.

We thank you for your service!

WE ARE BACK!! We are thrilled to announce that on Monday June 29th we will be back in the office full time. We have missed you all tremendously and are looking forward seeing you. If you have any questions, would like to schedule an appointment, or have a referral please call 717-718-5790. We are experiencing a high volume of appointments so please do not delay if you are needing to schedule one.... Transition Advisor Group Team

Happy Labor Day

Does your financial plan have you covered when unexpected storms roll through? Let's take a look to be sure. Call 717-718-5790 or click on the link below to schedule your complimentary phone consultation meeting.... https://calendly.com/tag-pa/consultation

Do you have questions about your financial future? Get your personalized complimentary analysis by calling 717-718-5790 or sending an email to [email protected]. We look forward to hearing from you!

~ Pension or Lump Sum? ~ Compare Payouts and Options Before You Decide If you’re eligible for a pension, congratulations. However, you may be able to do better than just taking what you’re offered. by: Ken Nuss...Continue reading

Have you really thought of everything? I would like to introduce you to the idea of protecting your financial assets and at the same time sparing your loved ones future financial stress. The plan involves setting money aside to pay for your final expenses using a small life insurance policy that is assigned to a dedicated Funeral Expense Trust. This plan not only pre-funds your final expenses, but can protect those assets from counting against you for Medicaid eligibility. In... the event you have extensive medical bills or are confined to a nursing home even for a short while it is important to have a plan in place to help safeguard those assets from being consumed in ways you may not have intended. The plan is simple and involves two steps: The first is the purchase of a small, paid-up whole life insurance policy to cover your expected funeral expenses. The second is to irrevocably assign the policy to a Funeral Expense Trust. By irrevocably assigning your policy to a Funeral Expense Trust, you’ll receive the following benefits: The ability to exclude your policy as an asset in terms of Medicaid eligibility. Policy proceeds are available immediately for funeral costs. Any excess will be paid to the estate of the insured. Funds are protected from creditors, such as nursing home, hospitals, lawyers, etc. Proceeds used for funeral expenses will avoid probate costs and delays. Income tax free benefits (IRC code section 101a). I realize this is a very simplified explanation of this plan. I’d like to meet with you at your convenience to provide more details and additional information on this exciting way to protect your assets. Please call me at 717-718-5790.

What's your plan for the road ahead? Let's talk, call 717-718-5790 for your complimentary consultation to make sure your plan meets your goals, needs, and desires.

It's Monday and we are back!!!! If you would like to schedule an appointment call our office at 717-718-5790, we are looking forward to hearing from you.

Happy Father's Day!!

Don't just wish for it, let Transition Advisor Group help make it reality. Call 717-718-5790 to get your Personalized Plan today.

What is the SECURE Act?

We are forever indebted to those who have paid the ultimate sacrifice in service to our Nation. We honor them. Today and always.

Happy Mother's Day!!!

Let’s take a closer look at the retirement-related provisions in the CARES Act, and see which of them could help you cope with financial stresses stemming from the COVID-19 crisis. Click on the link to schedule a phone meeting today! https://tag-pa.com/schedule-a-meeting/