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Money Mondays

Lifestyle advice segment that can shape you and your financial decisions. Tune in the first Monday of every month on Pittsburgh Today Live.

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Bringing back the "rainy day fund"

Hefren-Tillotson
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Seminars

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OCT 03
12:00 PM, 6:00 PM
Lessons Learned Financial Roundtable
Monroeville Convention Center - South Hall
AUG 26
1:30 PM
Social Security & Medicare
Kittanning Public Library
AUG 27
6:00 PM
Evaluating Pension Options
North Hills Office
AUG 29
2:00 PM
Open Office Hours
North Hills Office
AUG 29
6:30 pm
Shoes, Shopping & Savvy Savings - Financial Basics of Becoming a Smart & Savvy Saver
North Hills Office
SEP 03
12:00 pm, 5:00 pm
How to Become a Client of Hefren-Tillotson
North Hills Office
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Your Money and You

30 Years on The Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday from 9AM - 11AM on NewsRadio 1020 KDKA
Our weekly radio show matches our financial advisors with your questions on finance and investment.
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Financial Q&A Podcast
This Week's Topic:
Public Service Announcement
Grady J. Wirth, CFP®
Financial Advisor
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MASTERPLAN 101

Get Educated on Your Investments
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MASTERPLAN 101 | Lesson 10
Millennials & Money: By the Numbers

Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media. Now that most of the Millennial cohort have moved into careers, the spotlight is frequently shown on how they handle money. All that attention has uncovered financial facts that can be significant for the American economy as a whole.

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MASTERPLAN 101 | Lesson 9
Life Insurance - Getting It and Getting It Right!

Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment – you buy renter’s insurance. Start a business – get business owner’s insurance. And the list goes on.

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Blog

Articles to keep you informed
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Financial Planning, Lifestyle
Bringing back the "rainy day fund"
Aug 21, 2019
Hefren-Tillotson
Financial Planning, Investing Concepts, Lifestyle, Retirement Planning
Financial Literacy: Empowering Women in a New Stage of Life
Aug 19, 2019
Erin Weber, CFP®
Financial Advisor
Financial Planning, Lifestyle
3 Money-Saving Life Habits
Aug 15, 2019
Rebekah L. Nau, CFP®
Assistant Director of Financial Planning
Lifestyle
Managing Life Events and Scalable Stress
Aug 13, 2019
Hefren-Tillotson
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Videos

Watch and Learn
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06:01
Paying For College - Money Saving Tips and Advice
Jayme Meredith, CFA®
Senior Vice President
04:05
2019 Market Outlook
Brian J. Koble, CFA®
Chief Investment Officer
03:37
Are Bonds Still a Relevant Investment?
Timothy Davis
Director of Fixed Income
03:28
Deciding When To Take Social Security Benefits
Rebekah L. Nau, CFP®
Assistant Director of Financial Planning
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Experience.

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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.