Broker Check
Inflation and Your Portfolio A Second Opinion Coaches A Bucket Plan to Go with Your Bucket List It May Be Time for a Financial Checkup What Smart Investors Know
 

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.

Contact Us

Download Our Free App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

Download our app on the App Store!Download our app on Google Play!

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Best Apps in Travel

Technology tips to make your next trip even better.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

View all articles arrow

Self-Employed Retirement Plans

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

View all calculators arrow

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

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

Managing Your Lifestyle

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

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprises

Making the most of surprises is a great reason to work with us.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow