Scanlon Wealth Management

With fewer than 100 days remaining in 2026, now is a good time to review the financial decisions that could affect your retirement plan.

Year-end planning may include reviewing investment allocations, considering tax-efficient withdrawal strategies, evaluating Roth conversion opportunities, and confirming that your retirement income plan still supports your goals.

As an independent fiduciary advisor serving Pittsburgh-area individuals and families, I provide personalized guidance designed around what matters most to you.

If you would like to review your financial plan before 2027, contact Scanlon Wealth Management to schedule a conversation.

National Preparedness Month is a useful reminder that preparation extends beyond emergency kits and storm plans.

A thoughtful retirement strategy can help you prepare for financial uncertainty by aligning your investments, income needs, tax considerations, and long-term goals. While no plan can eliminate every risk, having a clear, personalized strategy can make it easier to respond thoughtfully when life changes.

As an independent fiduciary advisor in Pittsburgh, I help individuals and families build retirement plans designed around the decisions that matter most—from retirement income and Social Security timing to tax-efficient withdrawals and investment management.

If you would like to review your current retirement plan or discuss how to prepare for the unexpected, contact me at Scanlon Wealth Management.

National 401(k) Day is a helpful reminder that retirement planning is about more than simply contributing to an account.

Your 401(k) can be a powerful foundation for long-term savings, but it is important to periodically review your investment options, contribution level, beneficiary designations, and how the account fits into your broader retirement income strategy.

As an independent fiduciary advisor, I help individuals and families in the Pittsburgh area evaluate whether their retirement investments remain aligned with their goals, timeline, and comfort with risk.

If you would like a second opinion on your 401(k) or need help with retirement planning, I am here to help.

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Now that tax season is behind us, it’s a great time to share your 2025 tax return with our team. Your return offers key insights that help us strengthen your wealth strategy and make sure your retirement planning stays on track.

A detailed review can uncover tax-saving opportunities, confirm that past strategies worked as intended, and guide smarter, more personalized financial decisions for the year ahead.

If you’re unsure how to share your documents or want to talk through your current retirement and investment plan, we’re here to help. Reach out anytime.

As Memorial Day approaches, we pause to honor the brave men and women who gave their lives in service to our country. We’re grateful for their sacrifice and the freedoms they defended.

Our office will be closed on Monday in observance of the holiday, and we’ll resume normal hours on Tuesday. Our team will respond to any messages as soon as we’re back.

Wishing everyone a thoughtful and meaningful Memorial Day.

Stepping into life after graduation comes with plenty of decisions, and for many new grads, investing can feel like something to put off until “later.” But waiting for the perfect moment can mean missing out on one of the biggest long-term advantages you have right now: time.

Even small, consistent contributions to your investment accounts or an employer-sponsored plan like a 401(k) can make a meaningful difference over the years. The earlier you start, the more opportunities your money has to grow.

You don’t need a large income or big savings to begin. What matters most is getting the habit started.

If you’re unsure where to begin or want help building a long-term strategy, our team is here to support you. Reach out anytime — we’re here to help you map out a plan that fits your goals.

Unexpected expenses can show up at the worst possible times. Car repairs, medical bills, or even a sudden move can throw your budget off if you don’t have a plan in place.

That’s where savings come in. Even a small emergency fund can make those stressful moments much more manageable. Starting with consistent, steady contributions—no matter how small—helps build the habit and creates a safety net over time.

Once you have a few months of expenses saved, you can start setting aside money for other goals and financial priorities.

If you're unsure what type of savings account or structure fits your situation, our team is here to help you build a strategy that supports your long-term financial confidence. Let us know how we can help.

Stepping out into the real world as a new graduate comes with a lot of financial firsts. With paychecks coming in and new expenses going out, it’s easy to lose track of where your money is actually going.

A simple budget can make all the difference. Start with your take-home pay, cover the essentials, and then decide how to allocate the rest. Whether you use digital “envelopes,” a spreadsheet, or an app, even one month of tracking can give you a clearer picture of your spending habits.

If you’re looking for guidance on your financial picture or want to explore investment strategies that support your long-term goals, our team is here to help. Reach out anytime—we’d be glad to support you as you get started.

Graduating with student loans or credit card balances is more common than many people realize. If you’re feeling overwhelmed by debt after graduation, taking a few simple steps can make things more manageable.

Start by getting a clear picture of what you owe. List every loan, credit card, and outstanding balance, along with interest rates and minimum payments. When everything is organized in one place, it becomes much easier to decide how to prioritize payments and avoid letting debt grow.

And if you’re thinking beyond debt repayment and want guidance on building healthy financial habits, investing, or planning for your future, our team is here to help. Feel free to reach out with questions anytime.

Today, we’re celebrating the mothers, grandmothers, and the incredible women who support and shape our families with strength, compassion, and guidance.

From our team at Scanlon Wealth Management, we’re grateful for all you do and hope your day is filled with appreciation and connection.

Wishing you a warm and joyful Mother’s Day! 💐