Yearly Archives:2021

Interview with Paula Kauffman-Oberly from PKO Counseling Services

This edition of Conversations with Christopher features local business owner and trusted resource partner, Paula Kauffman-Oberly, LPC, NCC, BCC, ACS. Paula is the founder of PKO Counseling Services, a team of counselors and coaches who help people develop balance between their life, work, and relationships. Thank you for joining us, Paula! 


 
Contact Paula Kauffman-Oberly of PKO Counseling Services:
Phone: 412-354-0636
Email: Info@pkocounselingservices.com

Meet The Money Managers 2021 Recap

On March 23rd, The Musuneggi Financial Group hosted their yearly Meet the Money Managers event. Held virtually for 2021, the webinar invited industry professionals and current Musuneggi Financial Group clients to get to know the managers who handle their investments, their strategies for investing, and their perspectives on the future. Moderator Christopher Musuneggi was joined by Burl East of American Assets Capital Management and Josh Iofgren with MetLife Investment Management.

Christopher led a Q&A with Burl and Josh, with topics ranging from the effects of the recent Presidential election and change in administration on the economy, how to invest in real estate in a challenging commercial market, and, of course, the impact of COVID-19 on their portfolios over the past year. They provided insight on how they are navigating the unusual economic environment of the past year, and how to successfully invest in an uncertain market.
 
We hope that the event was informative and helpful to our clients, and that by making their money managers accessible for an evening, they can glean a greater understanding of and deeper trust in the day-to-day handling of their investments. If you missed the event and want to learn more about current market conditions, contact one of our associates today!

Special thanks to Dunham & Associates for their help in putting together this program, and for their continued support of The Musuneggi Financial Group. 

Good News for Retirees! Exploring Recent Changes to the ACA Marketplace

The recently passed American Rescue Plan Act of 2021 has provided relief to millions of Americans by way of a third round of stimulus checks. But this same bill has quietly changed the way premiums under the American Care Act (ACA) are priced in the public healthcare marketplace. Early retirees may benefit from some price decreases.

Are your healthcare premiums going to change? Chris Mamula explores the details of the bill’s effects on healthcare premiums on MarketWatch.com.

Interview with Nick Zapf, CPC, QPA from Dunbar Bender & Zapf

This month’s edition of Conversation’s with Christopher features Nickolas Zapf, CPC, QPA from Dunbar Bender & Zapf. In this video series, Christopher talks to Nick about his role as President of Dunbar Bender & Zapf. Thank you for joining us Nick! 

So, How’s Business: Talking The Business of Your Business

So, how’s business? Everyone in business gets this question, but do you really have a good answer? In this session you’ll hear from the professional advisors (Tracy Zihmer of Zihmer Law Firm, Jennifer Hisdorf of WesBanco, Bernice Schweiss of Bernice A. Schweiss, LLC, and Christine Pikutis-Musuneggi of The Musuneggi Financial Group) who work day to day with business owners to get their ducks in a row, and keep them on track for when the unforeseen events and opportunities are presented. 

If you are considering a Paycheck Protection Loan application — listen to this session first! 

HTTPS://ZOOM.US/J/94920918012?PWD=AUNTVWGVQ1B1UKZRWMQYAMRKAHFDUT09

 

 

 

Topics Covered: 

Legal, Banking, Paycheck Protection Program, Financial Planning, & Insurance

 

 

 

 

 

Interview with Steve Eckert from Genius Marketing

January 2021
This month’s edition of Conversations with Christopher features an interview with Steve Eckert from Genius Marketing. In this video series, Christopher talks to Steve about his role as a Marketing Consultant. Thank you for joining us Steve Eckert! 

 

Best of the Best 2020

The Official Community Choice Awards, Allegheny South

Recently, we were nominated for the Trib Live 2020 Best of the Best for Allegheny South under the category Home, Home Services, & Finance. We appreciate those who nominated us, as well as voted for us as “Financial Planner for The Official Community Choice Awards”.
 
We are proud to have been awarded as one of the top three in the Financial Planner category along with two other independent Financial Planning firms.