Three Cord True Wealth Management

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Three Cord True Wealth Management Three Cord True Wealth Management specializes in comprehensive wealth planning. LPL Financial does not offer tax advice or Tax-related services.

Professionals associated with Three Cord True Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org, a registered investment advisor; or (2) solely tax professionals of Three Cord True Wealth Tax Solutions, and not affiliated with LPL Financial. Tax-related services offered through Three Cord True Wealth Tax Solutions, DBA [Three Cord True Wealth Management]. Three Cord True Wealth Tax Solutions is a separate legal entity and not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund o...
10/16/2026

The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund other huge U.S. infrastructure projects such as the railroads, the highway system, and the plumbing for the internet.

Total investment in data centers and related artificial-intelligence infrastructure is projected to total $10.3 trillion from 2025 to 2032, according to new estimates by economist Stijn van Nieuwerburgh published by the Brookings Institution.

That is a staggering 3.6% of gross domestic product a year, on average. Never before has the U.S. economy been so dependent on the build-out of a single industry.

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https://tinyurl.com/445t6zr9

During our working years, the rules of responsible financial behavior are relatively consistent: saving is good; withdra...
10/09/2026

During our working years, the rules of responsible financial behavior are relatively consistent: saving is good; withdrawing is bad. A rising account balance indicates progress.

A falling balance signals danger. Delaying gratification demonstrates discipline and responsibility. Follow those rules for 30 or 40 years and they can become more than financial practices.

They become part of how a person defines security, competence and success. Then retirement arrives and reverses many of those rules.

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https://tinyurl.com/28y6af7x

This October marks one year since Dana Fitzgerald joined the Three Cord True Wealth Management team, and we couldn't let...
10/02/2026

This October marks one year since Dana Fitzgerald joined the Three Cord True Wealth Management team, and we couldn't let the milestone pass without celebrating.

We asked Dana to look back on her first year and share what's ahead. In this short video, she describes her first year in three words and tells us what she's most looking forward to in year two.

Watch Dana's anniversary video here: https://www.3ctruewealth.com/danas-1st-anniversary/

We're grateful for everything Dana brings to our team and to the families we serve, and we're excited to cheer her on in the year ahead.

If you have any questions, feel free to reach out to our office at (724) 683-3450.

– Three Cord True Wealth Management Team

I didn’t expect brain health to be such a frequent conversation in the group chat with my girlfriends.“I'm having a hard...
09/25/2026

I didn’t expect brain health to be such a frequent conversation in the group chat with my girlfriends.

“I'm having a hard time focusing.”

“I keep opening my phone and forgetting why.”

“My brain feels foggier than normal.”

We’ve all felt a bit forgetful after a late night. But this felt like something more. Like we were noticing a real-time shift in attention span, motivation, and clarity.

"This cannot be the same brain I used to read the fourth Harry Potter book in two days," one user posted on X. That's exactly how I've been feeling. I remember being able to focus for hours, lost in a made-up world. I studied for the LSAT and the Bar Exam, meltdowns and all, and got through it. What changed?

Well, our lifestyles.

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https://tinyurl.com/28y6af7x

This week marks 25 years since September 11, 2001, a milestone that asks all of us to pause and remember. Many of us rem...
09/11/2026

This week marks 25 years since September 11, 2001, a milestone that asks all of us to pause and remember. Many of us remember exactly where we were that day, and the years since have shown how much strength comes from communities that show up for each other.

Here in Beaver County and across the Pittsburgh area, that spirit still shows up in the first responders and service members who continue to protect the people around them, often without a second thought for themselves.

Today, we're taking a moment to remember those we lost and to thank the people in our community who serve others without expecting anything in return. However you mark this day, we hope you take a moment to do the same.

From all of us at Three Cord True Wealth Management, we're thinking of you and your family today.

Each year following Labor Day, the Plan Sponsor Council of America (PSCA) observes 401(k) Day to remind workers of the b...
09/11/2026

Each year following Labor Day, the Plan Sponsor Council of America (PSCA) observes 401(k) Day to remind workers of the benefits of saving and investing through a 401(k) plan and to provide employers with related educational resources.

This year marks the 30th anniversary of the observance.

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A successful retirement is not simply the absence of a paycheck. For the respondents we studied, it also means the prese...
09/04/2026

A successful retirement is not simply the absence of a paycheck. For the respondents we studied, it also means the presence of financial confidence, purpose, relationships, a plan, and consistent, high-quality sleep.

Getting those pieces right may allow retirees to retire with less anxiety and, in many cases, sooner than they once thought possible.

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https://tinyurl.com/42apndy4

Less than half (42%) of Americans are on track for retirement, according to Vanguard research.Of all the generations, ba...
08/28/2026

Less than half (42%) of Americans are on track for retirement, according to Vanguard research.
Of all the generations, baby boomers are among the least prepared: just 40% are on track to maintain their lifestyle in retirement. Gen X (41%) and millennials (42%) are close behind.

Gen Z (47%) is slightly more prepared.1 According to a survey by Northwestern Mutual, the typical Gen Zer with savings began putting money aside for retirement at age 22, six years younger than the closest generation, millennials.

Americans say you need $2.3 million to be wealthy and $839,000 to be “financially comfortable,” according to a survey fr...
08/21/2026

Americans say you need $2.3 million to be wealthy and $839,000 to be “financially comfortable,” according to a survey from Schwab.1 But that number measures aspiration, not financial health.

Wealth isn’t just income. Net worth, debt load, retirement savings, and financial flexibility all shape how secure you really are.

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https://tinyurl.com/yfctspnb

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535 3rd Street
Beaver, PA
15009

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