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Client Resources

Are you looking for help with college planning, cybersecurity, or retirement? You’re in luck. We have compiled some great resources to help you better plan for funding college, stay safe online with cybersecurity tips, and revisit the fundamentals of retirement planning.

  • Cybersecurity

  • Cybersecurity Resources

    The following tip sheets provided by the Cybersecurity and Infrastructure Security Agency are invaluable tools for reducing cybersecurity risks and protecting yourself online. For more tips and resources, please visit https://www.cisa.gov/.

    Internet of Things Tip Sheet

    New Internet-connected devices provide a level of convenience in our lives, but they require that we share more information than ever. With more connected “things” entering our homes and our workplaces each day, it is important that everyone knows how to secure their digital lives.

    View Tip Sheet

    Social Media Tip Sheet​

    With every social media account you sign up for, every picture you post, and status you update, you are sharing information about yourself with the world. Take these simple steps to connect with confidence and safely navigate the social media world.

    View Tip Sheet

    Cybersecurity While Traveling​

    In a world where we are constantly connected, cybersecurity cannot be limited to the home or office. When you’re traveling—whether domestic or international—it is always important to practice safe online behavior and take proactive steps to secure Internet-enabled devices. The more we travel, the more we are at risk for cyberattacks.

    View Tip Sheet

    Creating a Password​

    Creating a strong password is an essential step to protecting yourself online. Using long and complex passwords is one of the easiest ways to defend yourself from cybercrime.

    View Tip Sheet

    Identity Theft and Internet Scams​

    Today’s technology allows us to connect around the world, to bank and shop online, and to control our televisions, homes, and cars from our smartphones. With this added convenience comes an increased risk of identity theft and Internet scams.

    View Tip Sheet

  • Retirement Planning Fundamentals

  • Retirement Planning Fundamentals

    Bookmark these video resources to stay informed on a variety of topics to help you reach your retirement savings goals. Please reach out to us with any questions or to discuss your specific needs. You may call us at 724-962-3200 or email us at BRP@jfswa.com.

    Budgeting 101

     

    Social Security Basics

    There’s no one-size-fits-all approach to claiming benefits, so it’s important to understand how Social Security fits into your personal retirement plan. Here we highlight the key points to consider.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

     

    Personal Financial Planning, Part I

    A financial plan plays an integral part in staying on track as unexpected events occur or your life’s priorities change. No matter your age or income, a financial plan is your roadmap to meeting your needs and reaching your goals.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

     

    Personal Financial Planning, Part II

    There is no cookie-cutter approach to building a financial plan. Here we dive deeper into evaluating your current financial state, your future expectations, and building a plan that works for you.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

     

    Staying the Course: Long-Term Investing Through Volatile Markets

    Among the keys to long-term investment success is having a disciplined process to select and maintain your portfolio’s risk profile, regardless of short-term market conditions. Learn why it’s important to remain disciplined in your retirement portfolio during bumpy markets.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor and Deborah Stiger, CPA/PFS, CPRS, AIF®

     

    Retirement Stage of Life: Just Starting Out

    Since time is your greatest advantage, early in your career is the best time to build strong financial habits.  In this video, we provide a basic understanding of retirement planning, building your investment knowledge, managing debt, and starting a savings habit.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

     

    Retirement Stage of Life: Building Your Nest

    As you move along in your career, retirement planning may be a balancing act of competing priorities. We’ll cover more ways to jump start retirement planning while still managing the essentials.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

     

    Retirement Stage of Life: Preparing to Retire

    As you embark on this new phase of life, asset growth and preservation are equally important. You’ll also need to plan for health insurance, Medicare, and Social Security options while keeping up with the rising cost of living.

    Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

     

Cybersecurity Resources

The following tip sheets provided by the Cybersecurity and Infrastructure Security Agency are invaluable tools for reducing cybersecurity risks and protecting yourself online. For more tips and resources, please visit https://www.cisa.gov/.

Internet of Things Tip Sheet

New Internet-connected devices provide a level of convenience in our lives, but they require that we share more information than ever. With more connected “things” entering our homes and our workplaces each day, it is important that everyone knows how to secure their digital lives.

View Tip Sheet

Social Media Tip Sheet​

With every social media account you sign up for, every picture you post, and status you update, you are sharing information about yourself with the world. Take these simple steps to connect with confidence and safely navigate the social media world.

View Tip Sheet

Cybersecurity While Traveling​

In a world where we are constantly connected, cybersecurity cannot be limited to the home or office. When you’re traveling—whether domestic or international—it is always important to practice safe online behavior and take proactive steps to secure Internet-enabled devices. The more we travel, the more we are at risk for cyberattacks.

View Tip Sheet

Creating a Password​

Creating a strong password is an essential step to protecting yourself online. Using long and complex passwords is one of the easiest ways to defend yourself from cybercrime.

View Tip Sheet

Identity Theft and Internet Scams​

Today’s technology allows us to connect around the world, to bank and shop online, and to control our televisions, homes, and cars from our smartphones. With this added convenience comes an increased risk of identity theft and Internet scams.

View Tip Sheet

Retirement Planning Fundamentals

Bookmark these video resources to stay informed on a variety of topics to help you reach your retirement savings goals. Please reach out to us with any questions or to discuss your specific needs. You may call us at 724-962-3200 or email us at BRP@jfswa.com.

Budgeting 101

 

Social Security Basics

There’s no one-size-fits-all approach to claiming benefits, so it’s important to understand how Social Security fits into your personal retirement plan. Here we highlight the key points to consider.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

 

Personal Financial Planning, Part I

A financial plan plays an integral part in staying on track as unexpected events occur or your life’s priorities change. No matter your age or income, a financial plan is your roadmap to meeting your needs and reaching your goals.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

 

Personal Financial Planning, Part II

There is no cookie-cutter approach to building a financial plan. Here we dive deeper into evaluating your current financial state, your future expectations, and building a plan that works for you.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

 

Staying the Course: Long-Term Investing Through Volatile Markets

Among the keys to long-term investment success is having a disciplined process to select and maintain your portfolio’s risk profile, regardless of short-term market conditions. Learn why it’s important to remain disciplined in your retirement portfolio during bumpy markets.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor and Deborah Stiger, CPA/PFS, CPRS, AIF®

 

Retirement Stage of Life: Just Starting Out

Since time is your greatest advantage, early in your career is the best time to build strong financial habits.  In this video, we provide a basic understanding of retirement planning, building your investment knowledge, managing debt, and starting a savings habit.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

 

Retirement Stage of Life: Building Your Nest

As you move along in your career, retirement planning may be a balancing act of competing priorities. We’ll cover more ways to jump start retirement planning while still managing the essentials.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

 

Retirement Stage of Life: Preparing to Retire

As you embark on this new phase of life, asset growth and preservation are equally important. You’ll also need to plan for health insurance, Medicare, and Social Security options while keeping up with the rising cost of living.

Presented by: Ted Rhinehart, AIF®, CPFA, QKA, Retirement Plan Advisor

 

College Money

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