YTS Wealth Management

06/01/2026

Looking for another way to save for your child's future? 📊

In this clip from Beyond Your Money, Mike & Mitch discuss the new Trump Account, a recently introduced savings option designed to help families plan for the next generation.

There are still plenty of details to come, but it's a topic parents and grandparents should keep an eye on as more information becomes available.

Stay informed, stay prepared, and stay tuned for future updates.

05/29/2026

Compound Growth Episode 9 is coming soon 🎙️

This episode features special guest, Brendan O'Toole, Mortgage Loan Officer at Howard Hanna, as they dive into important topics every potential homebuyer should hear before purchasing a home. 🏡

Stay tuned for the full episode.

05/28/2026

Trust accounts can be an important part of planning for your child’s financial future. 📈👨‍👩‍👧‍👦

In this clip from Beyond Your Money Episode 3, Mike and Mitch discuss how trust accounts work and why some families use them as part of a long-term wealth strategy.

05/27/2026

What is a 529 plan and how can it help your child’s future? 🎓

In this clip from Beyond Your Money Episode 3, Mike and Mitch break down how 529 college savings plans work and why they can be a powerful tool for families planning ahead.

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05/27/2026

A quick clip from Episode 3 of Beyond Your Money 🎙️

Mike and Mitch discuss different ways parents can start saving and planning for their kids’ future early on. 👨‍👩‍👧‍👦

05/22/2026

Episode 3 of Beyond Your Money is LIVE now!

In this episode of Beyond Your Money, host Mike Dukovich sits down with Mitchell Niderstros to discuss smart financial strategies parents can use to prepare for their children’s future.

From saving habits to long-term planning, they break down practical ways families can build a strong financial foundation for the next generation.

How early should parents start saving for their children’s future? 👨‍👩‍👧‍👦In Episode 3 of Beyond Your Money, host Mike Dukovich sits down with Mitchell N...

05/21/2026

Episode 3 of Beyond Your Money, coming soon 🎙️👨‍👩‍👧‍👦

In this episode, Michael Dukovich, RICP®, CPFA® sits down with special guest Mitchell Niderstros, CFP® to discuss how early parents should start saving for their children’s future and smart strategies to build long-term financial security for the next generation.

Stay tuned for the full episode drop! 📸

05/20/2026

December 5th is an important date to keep on your radar. 📅

In this clip from the J&J Show, Josh and Joe talk about the last processing day at LPL, particularly for Roth Conversions and why planning ahead matters.

05/19/2026

We’re incredibly proud to celebrate our CEO, Nick Subich for making a transformational $1.75 million gift to Commonwealth University-Lock Haven establishing the Nicholas Subich Center for Entrepreneurship and Media.

This isn’t just a donation. It’s an investment in future entrepreneurs, creators, and leaders.

From balancing ROTC, academics, and financial adversity as a student… to now creating opportunities for the next generation, Nick’s story is a powerful reminder that where you start doesn’t define where you finish.

Legacy is built by lifting others.

Proud to be led by someone who believes in creating real opportunity. 👏

Click below to read the full article...

https://www.commonwealthu.edu/news/alumnus-makes-175m-gift-establish-nicholas-subich-center-entrepreneurship-and-media-cu-lock-haven

05/19/2026

Required Minimum Distributions, QCDs, and charitable giving strategies can have a major impact on your financial plan. 📊

In the latest J&J Show, Josh and Joe break down what you need to know and why now is the time to start planning ahead.

Reach out today to set up a meeting and put the right strategy in place for you.