Joe Matusz
WELCOME TO GOLDEN TRIANGLE FINANCIAL SERVICES. WE ARE AN INDEPENDENT, FULL SERVICE FINANCIAL CONSULTING FIRM THAT PROVIDES:
FINANCIAL PLANNING -- WE OFFER A PERSONAL AND CARING APPROACH THAT HELPS IN GETTING A CLEAR PICTURE ON YOUR OVERALL FINANCIAL SITUATION AND GOALS . WE REALLY LISTEN !
INVESTMENT CONSULTING -- TODAY'S INVESTMENT CLIMATE OFFERS UNPRECEDENTED OPPORTUNITIES AND OUR MISSION IS TO HELP YOU TAKE ADVANTAGE OF THOSE OPPORTUNITIES.
RISK MANAGEMENT -- WE TAKE A COMPREHENSIVE LOOK AT ALL THE FACTORS THAT MAY LEAVE YOU AND YOUR FAMILY VULNERABLE TO UNEXPECTED HAPPENSTANCE, INCLUDING REVIEWING LIFE INSURANCE, DISABILITY COVERAGE, AND LONG TERM CARE.
ESTATE CONSERVATION -- OUR ESTATE PLANNING ATTORNEY HAS THE KNOWLEDGE AND EXPERIENCE TO HELP YOU PREPARE THE RIGHT ESTATE PLAN FOR YOU. THIS IS THE ONLY SPECIALTY SHE CONCENTRATES ON.
RETIREMENT PLANNING -- A CONCERN FOR MOST AMERICANS. THIS IS AN AREA THAT WE SPECIALIZE IN. WHETHER YOU ARE JUST GETTING STARTED, OR YOU ARE PLANNING TO RETIRE IN THE VERY NEAR FUTURE, OR YOU ARE ALREADY RETIRED, WE CAN HELP PROVIDE THE GUIDANCE YOU NEED TO MEET YOUR RETIREMENT GOALS.
YOU'LL FIND A WEALTH OF FREE INFORMATION IN THE FORM OF NEWSLETTER ARTICLES, CALCULATORS, AND RESEARCH REPORTS ALONG WITH SOME IMPORTANT AND PERTINENT WEB-SITE LINKS. FEEL FREE TO BROWSE OUR SITE AND WE HOPE IT WILL ANSWER YOUR QUESTIONS OR STIMULATE YOUR INTEREST.
THANK YOU FOR VISITING OUR SITE AND IF THERE ARE ANY QUESTIONS YOU CANNOT FIND AN ANSWER FOR, OR IF YOU WOULD LIKE TO SCHEDULE A COMPLIMENTARY MEETING WITH JOE, THEN PLEASE CALL US AT: (412) 824-8888
WE CAN ALSO BE CONTACTED BY EMAIL AT: JJM@THINKPWM.COM
Newsletters
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.