Edward Kelley at Brumagin & Kelley Wealth Management Group

06/03/2024

At Prudential Advisors, creating superior advisor and client experiences is our top priority – and our strategic relationship agreement with LPL is an example of how we’re doing just that. LPL’s CEO Dan Arnold highlights the upcoming onboarding and benefits for Prudential Advisors during their recent analyst calls. Read about it here: https://bit.ly/44IgV00

Contact me today to learn more about our future capabilities with LPL and why now may be the right time to transition your practice to Prudential Advisors.

12/05/2023

Each year our own Joshua Davis heads up the Ligonier Lodge 331 F.& A.M. Annual Stuff a Truck Toy Drive. All the collected toys and proceeds go directly back into the community via the Salvation Army of Ligonier. This year's event held on November 25th brought in over 7 truck loads of toys and other vital donations! This will provide Christmas presents to families in need throughout the Ligonier Valley and beyond.

09/21/2023

Major retirement tax rule changes will impact all retirees in 2023. Join Prudential Advisors and America’s IRA expert Ed Slott, CPA®️ for a live webinar October 5th at 6:00 PM EST to learn about strategies to reduce or eliminate taxes on distributions from IRAs, 401(k)s, and other retirement savings, including ROTH IRA conversions.

➡️ Register:

Prudential is providing this workshop for informational or educational purposes only and does not provide investment advice or recommendations about managing or investing your retirement savings.

09/20/2023

No matter what big moments or challenges come your way, life insurance can help you gain more control of your financial life. It gives you confidence in knowing that your family’s future is protected.

Use our interactive experience to explore how others are protecting their families, and discover how easy and affordable life insurance can be.

09/06/2023

Life insurance can help you take control of the wonderful and challenging things that can impact your finances. You can feel confident knowing that life insurance helps protect you and your family.

Use our interactive experience to explore how others are protecting their families, and discover how easy and affordable life insurance can be.

09/01/2023

For whatever comes your way in life, you can feel confident that you can get through it all, with life insurance that helps protect you and your family.

Use our interactive experience to explore how others are protecting their families, and discover how easy and affordable life insurance can be.

08/14/2023

The Secure Act 2.0 implemented many changes that you may not know about. This summary can help you make sure you are up to date on the most recent changes that may impact your retirement savings plans.

Interested in learning more about Secure Act 2.0 and how you may be impacted? Schedule an appointment today, 724-600-2121 or [email protected].

The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans. Here's what you need to know.

07/06/2023

www.brumaginkelleywealth.com is live! Head on over and tell us what you think.

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, you'll always know exactly where you stand.

07/04/2023

Today, we celebrate the independence of our nation as well as the freedom to be
ourselves and to pursue our dreams. We hope you have a safe and happy

05/26/2023

Wishing everyone a happy and safe Memorial Day. Let’s not forget the heroes who have given their lives for our country.

04/24/2023

401(k) And IRA Contribution Limits Will Jump In 2023, IRS Says | Read more: https://bit.ly/3XRMXTv