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No two clients are the same. Together, we’ll build a custom tailored MASTERPLAN® to fit your financial needs and goals.

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Learning about your needs and goals is our first step toward your financial future. Help one of our advisors get to know you!

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Budget Your Wedding Like A Boss

Rebekah L. Nau, CFP®
Assistant Director of Financial Planning
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Individual Investors
Personalized financial plan for YOU
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Corporate Retirement Plans
401(k) retirement planning for businesses
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Institutions & Non-Profits
Guiding foundations, endowments & more
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Financial Seminars
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Seminars

Education at No-cost, No-obligation
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FEB 20
6:00 pm
Options for Managing Long Term Care Risk
Greensburg Office
FEB 20
6:30 pm
Federal Employees - Are You Ready to Retire? An Introduction to Hefren-Tillotson, Breakdown of Benefits and Making the Retirement Transition
North Hills Office
FEB 27
1:00 pm, 6:00 pm
Financial Fitness Check Up: Strategies for Strengthening Your Finances
HealthTrax Fitness & Wellness
FEB 28
5:00 pm
Alternatives for Long-Term Care
North Hills Office
FEB 28
6:00 pm
What is Important? Cars? Clothes? Or Your Financial Security?
Oakmont Carnegie Library
MAR 11
3:30 pm
Approaching Retirement: Tax Free Bonds vs. CD's vs. Dividend Paying Stocks
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:
Long Term Healthcare Planning
David W. Riehl, CFP®, CFA®
Associate Vice President
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MASTERPLAN 101

Get Educated on Your Investments
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MASTERPLAN 101 | Lesson 5
Women & Money: By the Numbers

On average, women live longer than men, but save less for those years. This is an imbalance that women need to be aware of and must work to correct. In a recent survey, men’s median goal for retirement savings was $400,000. Women’s median goal? Half that, at $200,000! But women’s life expediencies exceed men’s by 6 to 8 years, and that much less money can take the shine off those “golden years.”

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MASTERPLAN 101 | Lesson 4
401(k): The Leading Force in Retirement Plans
In less than 40 years, 401(k) plans have grown to be the primary vehicle for American workers at any point on the road to retirement. In fact, at the start of 2018, 401(k) plans had $5.3 trillion in assets, 55 million active participants.
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Blog

Articles to keep you informed
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Financial Planning, Lifestyle
Budget Your Wedding Like A Boss
Feb 14, 2019
Rebekah L. Nau, CFP®
Assistant Director of Financial Planning
Financial Planning, Lifestyle, Retirement Planning
Newfound Wealth After Death Comes at a Price
Feb 12, 2019
Hefren-Tillotson
Financial Planning, Lifestyle
Being clear and understood
Feb 5, 2019
Brent Ulreich, CFP®, ChFEBC℠
Financial Advisor
Charitable Giving, Financial Planning, Lifestyle, Tax Updates
Charitable Giving Strategies with Increased Standard Deductions
Feb 4, 2019
Financial Planning Department
Hefren-Tillotson
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Videos

Watch and Learn
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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
04:14
Economy & Markets: What’s in Store for the Remainder of 2018?
Brian J. Koble, CFA®
Chief Investment Officer
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Experience.

You Can Trust.

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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308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990

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Check the background of this firm on FINRA's BrokerCheck.
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.