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Investing

 

Financial Planning

 

Retirement Planning

 

IRA Independent Retirement Analysis 

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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Helpful Content

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

How Income Taxes Work

A quick look at how federal income taxes work.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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