Distinctive Thoughts

Who Inspires You

 So, as I think about family, friends and colleagues - there seems to be an infinite list of those that inspire me.  With October being Breast Cancer Awareness month, it only seems fitting that I share with you Abby’s journey.  Abby inspires me.  She is my stepdaughter.  She is beautiful.  She is strong.  Stronger than I ever thought possible. 

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How Life Insurance Fits Into My Story

After an exciting career with a major hotel chain, I sort of “stumbled” into financial services as a profession.  I liked math, helping people and wanted flexibility in my schedule to raise my children.    

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Education is 'Core' to a Successful Exit Plan

Becoming educated about an exit planning process is ‘core’ to any successful business owner transaction. Without an owner learning what they do not currently know, it is impossible for that owner to make a fully informed decision for their own business exit.     

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Why I Chose To Work With Regina Beatty

For the past 10 years, I have had the opportunity to work with many of you through my role at the Community Foundation of Westmoreland County. I will forever be grateful for my time at the Foundation, not only in having the privilege to get to know all of you, but humbled in appreciation for the devotion of our nonprofit community and the generosity of the people in Westmoreland County. We are part of an amazing community.

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Exit Strategies Newsletter

Most businesses start with an idea that is brought to market.  Customers purchase the product or service and the business begins to grow.  Eventually, if the company grows enough it acquires ‘value’.  

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Yours, Mine, and Ours: Estate Planning for Today’s Blended Family.

Every family and their needs are unique. For couples with children from prior marriages, a better approach is to organize what’s “yours, mine, and ours” and plan accordingly so neither your spouse nor your children are unintentionally disinherited.

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Considerations when Selling your Business

Whatever your motivation for selling your business, you’ll only get one chance to maximize the return on your years of hard work. Do it the right way and you could get the price you want and reduce the impact of capital gains and estate taxes. Do it the wrong way and you might end up with a hefty capital gains tax bill and estate planning headaches. 

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Staying Cyber Safe

Each day, we face unprecedented attempts targeting our data through phishing, malware insertions, and social engineering campaigns. Protecting your personal information is the best defense against these types of attacks.

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