Pittsburgh, PA - Fragasso Financial Advisors proudly announces the release of its Spring 2025 edition of The Advisor magazine, a comprehensive resource designed to help individuals and business owners make informed financial decisions. This latest issue offers valuable insights on wealth-building strategies, tax planning, and preparing for major financial transitions.
For decades, Fragasso Financial Advisors has been dedicated to educating clients and the public about the importance of “time in the market” and maintaining focus on long-term financial goals. This commitment to education and strategic planning is once again evident in the Spring 2025 edition of The Advisor.
In this issue, The Advisor emphasizes that financial success is not a matter of luck but rather a product of research, experience, and personalized strategies. They highlight how Fragasso Financial Advisors leverages customized portfolios and relationship-driven planning to support clients in pursuing their desired outcomes. By taking time to refine these processes, the firm ensures that clients receive individualized recommendations tailored to their unique financial objectives.
Actionable Financial Strategies for 2025
With several critical financial planning opportunities on the horizon, Fragasso Financial Advisors encourages readers to take proactive steps to improve their financial standing. The Spring 2025 edition of The Advisor covers several key topics that can help individuals increase their retirement savings, optimize their tax position, and prepare for future business transitions.
Key articles in this edition include:
- The Super Catch-Up Contribution: A Game Changer for Pre-Retirees – This article outlines a powerful new opportunity for individuals between the ages of 60 and 63 to make enhanced contributions to their retirement plans, maximizing their savings potential in the final years before retirement.
- The Tax Cuts and Jobs Act: Key Changes and Expiring Provisions – As the TCJA's provisions are set to expire at the end of 2025, this article highlights essential steps individuals and business owners can take now to prepare for potential tax changes and protect their wealth.
- Exiting a Business: Initial Steps to Prepare for a Smooth and Successful Transition – This guide offers practical advice for business owners planning to sell or transfer their business, emphasizing strategies that help maximize value and ensure a seamless transition.
A Commitment to Financial Education
Fragasso Financial Advisors remains dedicated to empowering clients with the knowledge they need to make confident financial decisions. "Taking the time to educate yourself is key in working toward your financial goals," said Marsha Posset, Director of Marketing and Editor-in-Chief of The Advisor. "Our team is here to provide the guidance and strategies needed to support clients through all stages of their financial journey."
Readers are encouraged to explore the interactive digital version of the Spring 2025 edition, available for complimentary download in the Resources section of https://www.fragassoadvisors.com/resourcetype/magazine-download/.
Fragasso Financial Advisors invites clients and community members to share this resource with friends, family, and colleagues who may benefit from its insights.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an exceptional client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.
Media Contact
Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/
