Educo Advisor Group

Educo Advisor Group We are passionate about helping our clients gain confidence in reaching their financial goals throug

Our passion is to work with clients and help provide confidence with respect to pursuing their financial goals. We strive to do so by using a combination of clear, concise communications and industry leading technology. As a result, we can help remove the emotional decision making that can so often cloud judgement and jeopardize favorable outcomes. Securities and advisory services offered through

LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org

• 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.

06/24/2026

Many families feel pulled in multiple directions at once.

▸ Saving for retirement
▸ Helping children
▸ Supporting aging parents
▸ Trying to enjoy life today

As Jacob Cuthbert explains, the challenge is rarely about finding the perfect answer. It’s about understanding the trade-offs and making decisions that align with your family’s values and priorities.

Every financial decision has a cost. The goal is making those decisions intentionally.

A thoughtful conversation around competing priorities and building a plan that reflects what matters most.

06/22/2026

Many people spend decades focused on saving for retirement.

What often gets overlooked is how those savings will be taxed once retirement begins.

As our CEO, Jacob Cuthbert, explains, where your assets are held can have a meaningful impact on retirement income, withdrawal strategies, and long-term planning decisions.

A million dollars is not always the same million dollars. The account type matters.

A practical conversation around retirement taxes, Roth conversions, Social Security timing, and building a strategy that looks beyond the balance sheet is key to your future.

Get in touch today to take the next steps: educoadvgrp.com

06/19/2026

One of the biggest shifts in retirement is moving from earning a paycheck to creating one from your assets.

As Jacob Cuthbert explains, retirement planning is not just about how much you’ve saved. It’s about understanding where your income will come from, how different assets work together, and the order in which they may be used over time.

That transition often raises a simple question: “Are we going to be okay?”

A thoughtful conversation around retirement income, withdrawal strategies, and creating greater clarity for the years ahead.

Our team is always happy to help you think through these questions: educoadvgrp.com

We’re excited to welcome Sarah Theus to Educo Advisor Group as our Operations Manager! Sarah joins our team with a back...
06/17/2026

We’re excited to welcome Sarah Theus to Educo Advisor Group as our Operations Manager!

Sarah joins our team with a background in Sports Management and Marketing from Geneva College, where she was also a member of the golf team. Her experience helped shape the leadership, teamwork, and operational skills she brings to her role today.

As Educo continues to grow, having the right people in place is important to us. Sarah will help support our day-to-day operations and the behind-the-scenes processes that allow us to better serve our clients.

Outside of work, Sarah enjoys golfing, hiking, and needlepoint, and we’re excited for our clients and team to get to know her.

Please join us in welcoming Sarah to Educo Advisor Group.

06/15/2026

If AI handles the busy work, what’s left? Our thinking.

AI can make things faster and more efficient, but it doesn’t replace the human side of decision-making.

The connection, the judgment, the emotional context still matter.

So, maybe this isn’t just the age of AI. Maybe it’s more than ever, the age of humans.

More perspectives from Jacob Cuthbert like this ahead!

For many high earners, retirement saving eventually runs into a familiar question: “What else can I still contribute to?...
06/10/2026

For many high earners, retirement saving eventually runs into a familiar question: “What else can I still contribute to?”

That is where the Mega Backdoor Roth starts to enter the conversation. Under the right 401(k) plan structure, some individuals may be able to move additional after-tax contributions into Roth accounts beyond the standard contribution limits.

The opportunity itself is only one part of the equation.

Understanding:
• whether your plan allows it
• how the contribution limits work
• and how conversions are handled

is what determines whether the strategy can actually be implemented correctly.

We recently broke down how the Mega Backdoor Roth works, who it may apply to, and the planning considerations that often get overlooked.

Read the full blog here: https://educoadvgrp.com/blog/mega-backdoor-roth

06/08/2026

Growth creates a different kind of responsibility!

As MediConnect Insurance continues to expand, Lance OBrien shares why improving the client experience remains a central focus, not just during the initial Medicare decision, but throughout retirement as life and healthcare needs evolve.

This conversation highlights what it takes to support people well at scale while still maintaining clarity and communication along the way.

Making Medicare and Money Make Sense | More Than Money Podcast | Episode 5: https://youtu.be/6yR9vGJLczM?si=w-B7Wdd-XSQGZDNt

06/05/2026

The age of AI: as Jacob Cuthbert shares, the conversation may be less about AI replacing us and more about how we choose to use it.

The real opportunity may be in using it as a thinking partner rather than seeing it as competition.

Sometimes the shift is not in the technology, but in how we approach it.

If you’ve been thinking about how this fits into your own work or decision-making, it’s a conversation worth having.

The HSA is often treated like a simple medical spending account. But for many people, it can become much more than that....
06/03/2026

The HSA is often treated like a simple medical spending account. But for many people, it can become much more than that.

An HSA combines:
• Tax-deductible contributions
• Tax-free growth
• Tax-free withdrawals for qualified medical expenses

That structure makes it one of the most tax-efficient accounts available.

Most people use it for current healthcare costs. Others choose to invest it and let it grow over time as part of a broader financial strategy.

Read the full blog to understand why the HSA is often one of the most overlooked accounts in personal finance → https://educoadvgrp.com/blog/hsa-underrated-account-personal-finance

06/01/2026

One of the strongest parts of this conversation with Lance OBrien was the connection between culture and client experience.

The way a team communicates, carries themselves, and supports one another eventually shows up in the experience clients have as well.

As Lance explains, culture is not just an internal conversation, it influences how people feel when they interact with your organization.

A thoughtful discussion around leadership, growth, and building teams that create trust over time. Tune in today!

Making Medicare and Money Make Sense | More Than Money Podcast | Episode 5: https://www.youtube.com/watch?v=6yR9vGJLczM&list=PLdz0B9S8QN3XWnp-z-6iXM5K5Dls-qW9M

Address

135 Technology Drive Ste 318
Canonsburg, PA
15317

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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