Latest News from The Musuneggi Financial Group

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.
 

 

Organizing Your Financial Records

Provided by Mary Grace Musuneggi, CLU, ChFC, CFS, RFC

Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses everything in the trash, is the organized person for whom keeping records is no big deal. Becoming that organized person is not simple, but taking the steps necessary to get your financial records under control is a task with many rewards – first and foremost, a good night’s sleep. 

Click the image to download the Organizing Your Financial Records article. 

Interview with Captain Justin Caldwell

This edition of Conversations with Christopher features an interview with Captain Justin Caldwell from The Salvation Army Pittsburgh Temple. In this video series, Christopher talks to Captain Caldwell about the Rescue Christmas campaign and what we can do as a community to assist the Salvation Army. Thank you for joining us Captain Caldwell! 

You can find the Salvation Army’s contact information at the end of the video, as well as on our Resources page.

Watch more videos on the Resources page or head over to our YouTube channel.

Interview with Jackie von Thun

This edition of Conversations with Christopher features an interview with Jackie von Thun from Realty ONE Group Gold Standard. In this video series, Christopher asks Jackie about being a realtor and what someone would need to know if they were to use her services. Thank you for joining us Jackie! 

 

 You can find her contact information at the end of the video, as well as on our Resources page.

Watch more videos on the Resources page or head over to our YouTube channel.

Interview with Jon Boris

Watch this edition of Conversations with Christopher features Jonathan Boris, President of IT Pittsburgh. Jon and Christopher discuss IT issues facing small businesses and the current need for secure, effective technology. Watch more videos on the Resources page

 

This video is also available on YouTube.

Social Security Myths Explained

Provided by Dunham Investments

There is plenty of confusion and misinformation when it comes to Social Security. This white paper, provided by Dunham Investments, sets the record straight on the most common myths and misconceptions about Social Security.

Click the image to download the Social Security Myths PDF

Interview with Jennifer Bibb Hisdorf

Watch this edition of Conversations with Christopher features Jennifer Bibb Hisdorf of WesBanco. Jennifer is an Assistant Vice President, Banking Center Manager at WesBanco providing a full range of banking services to help her customers reach their financial goals. She especially enjoys working with Women Owned Businesses. Watch more videos on the Resources page

This video is also available on YouTube.

Social Security: Options to Help Maximize Your Benefits

Watch the Social Security benefits webinar recorded on September 22, 2020. “Options to Help Maximize Your Benefits” features Christopher Musuneggi, CFS, RFC of The Musuneggi Financial Group. He covers key concepts including:

  • Social Security essentials
  • When to collect early… and when it may be best to wait
  • What provisional income means
  • How to navigate spousal, survivor, and former spousal benefits.

You can also watch the webinar on YouTube.


 

Contact us with your questions about Social Security or to have your situation reviewed.  

Medicare Benefits Webinar

Watch the medicare benefits webinar recorded on September 15, 2020. “The Basics of Medicare” features Connie Hasler and Mike Lauro of Health Benefit Options. They cover key topics regarding choices available with Medicare including:

  • What Medicare is and how to enroll
  • Parts of Medicare‚Ķ breaking through the confusion
  • Do you have options within Medicare? Yes!
  • Medicare Supplement choices

You can also view the Medicare Benefits Webinar on YouTube.

Contact us with your questions about Medicare or to have your situation reviewed.