Fragasso Financial Advisors

08/19/2026

For nonprofits, greater impact doesn’t always mean going it alone.

Strategic collaboration can help organizations expand their reach, share valuable resources and strengthen their position when pursuing grant funding—all while creating more coordinated support for the communities they serve.

In our latest blog, T.J. Drost, CFP®, CAP®, AIF®, CFS®, explores how nonprofit partnerships can create new opportunities for sustainable growth and greater long-term impact.

Read the full blog: https://www.fragassoadvisors.com/strengthening-nonprofit-impact-through-collaboration/

08/11/2026

Your business may be your most valuable asset—but do you know what truly drives its value?

Beyond revenue and profits, factors such as leadership, client relationships, operational strength, and company culture can have a significant impact on enterprise value.

In our latest article, we explore why successful exit planning begins long before a sale is on the horizon.

Read more: https://www.fragassoadvisors.com/the-hidden-drivers-of-business-value-why-exit-planning-starts-long-before-the-sale/

Learn what influences the drivers of business value and avoid costly mistakes when planning for your business exit strategy.

07/24/2026

Congratulations to Lil Moser on 25 years with the firm. Throughout her career, Lil has been a valued member of the Fragasso team, bringing dedication, professionalism, and a genuine commitment to serving our clients and supporting her colleagues.

We're grateful for all she has contributed over the years and are proud to celebrate this remarkable achievement.

Please join us in congratulating Lil on 25 years with Fragasso!

07/15/2026

The Summer Edition of The Advisor is here!

Every day, we're flooded with headlines, emails, social media updates, and endless notifications. With so much information competing for our attention, the challenge isn't finding more information—it's knowing what truly matters.

In this issue of The Advisor, our team explores how thoughtful decision-making can help investors, business owners, and families cut through the noise and stay focused on what matters most. We hope these insights provide valuable perspective as you navigate today's ever-changing financial landscape.

Download the Summer Edition here: https://www.fragassoadvisors.com/resourcetype/magazine-download/

Three times a year, the financial professionals at Fragasso Financial Advisors publish a magazine with timely and relevant information on investment strategies, financial planning tactics, retirement and insurance planning advice.

07/14/2026

Just announced: “CLE at Animal Friends: Paws and Laws Regarding Four-Legged Family Members,” a two-credit substantive , will take place Thursday, August 13, at 3:00 p.m. at Animal Friends. Explore how pets are treated in today’s evolving legal landscape, including estate planning, family disputes, and the rights and distinctions related to service dogs and therapy animals. A networking reception will follow, with an opportunity to mingle with pets, courtesy of Fragasso Financial Advisors. https://buff.ly/RMrxQ7f

07/06/2026

We're proud to share that Michael Godwin, CFA®, Chief Investment Officer at Fragasso Financial Advisors, was recently featured in the Pittsburgh Post-Gazette, where he offered his perspective on the role cryptocurrency may play within a retirement portfolio.

As digital assets continue to evolve, investors are faced with important questions about risk, diversification, and long-term planning. Michael shares thoughtful insights on why cryptocurrency should be viewed within the context of an overall investment strategy, not in isolation.

Read the full article here: https://www.post-gazette.com/business/money/2026/07/06/cryptocurrency-retirement-portfolio-bitcoin/stories/202607050043

Few investments have divided investors as sharply as cryptocurrency. To some, it’s the future of finance and a once-in-a-generation opportunity to...

06/25/2026

Today we're revisiting a blog post that reminds us that while the world is constantly changing, good financial advice never goes out of style.

Whether you're changing jobs, returning to the workforce, or pursuing a new opportunity, thoughtful planning can help turn a career transition into a financial opportunity.

Check out: Navigating a Job Transition: Smart Financial Moves for Women, for insights that remain just as valuable today.

Read more: https://www.fragassoadvisors.com/navigating-a-job-transition-smart-financial-moves-for-women/

Discover smart financial moves to help ensure stability amidst job changes and unique challenges women face in their finances.

06/17/2026

People are living longer than ever before—and that changes the way we think about financial planning.

A longer life means preparing for more than retirement savings alone. From healthcare and taxes to income and legacy planning, every piece of your financial life is connected.

Learn more in our blog by Nicholas Redshaw, CFP®:

https://www.fragassoadvisors.com/the-era-of-the-100-year-life-why-holistic-financial-planning-matter...

Prepare for longevity with 100-year life financial planning. Connect essential financial aspects to help you achieve your lifetime goals.

06/10/2026

What makes family philanthropy truly meaningful?

It’s not just the amount given — it’s the conversations, shared values, and sense of purpose behind it.

In Fragasso’s latest blog, we explore:
• How families can define a shared philanthropic identity
• Ways to avoid tension when making giving decisions together
• Why communication and governance matter
• How philanthropy can strengthen relationships across generations

Read the full blog here: https://www.fragassoadvisors.com/beyond-giving-a-qa-on-family-philanthropy-and-legacy/

Explore Family Philanthropy and Legacy and strengthen connections across generations through intentional giving and shared values.