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Your Lifelong Guide Committed to You A Holistic Approach A Second Opinion
 

Investing

 

Financial Planning

 

Retirement Planning

 

Ed Slott Program

A Holistic Approach to Comprehensive Financial Planning

At Canella Financial Group, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.

Our clients, while all unique, have one thing in common: they want unbiased financial information from an experienced professional. As an independent firm, our top priority is to serve our clients first by having the ability to use virtually any product to best suite our client’s needs, instead of being limited by proprietary products. Our goal is to always work for our client’s best interest, striving to protect and preserve their wealth, and enhance the quality of life they have worked hard to achieve.

Based in Pittsburgh, Pennsylvania, we have been serving clients in the Pittsburgh metropolitan area for more than 15 years. We invite you to contact us today to learn more about how we can help you pursue your goals.

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The Other Sure Thing

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A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

What Is a Roth 401(k)?

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Assess whether you are running “in the black” or “in the red” each month.

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This calculator shows how inflation over the years has impacted purchasing power.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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Investment tools and strategies that can enable you to pursue your retirement goals.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Here’s a crash course on saving for college.

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Why are 401(k) plans, annuities, and IRAs so popular?

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Investors seeking world investments can choose between global and international funds. What's the difference?

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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