Megan L. Spear, CFP, CRPC, APMA

11/03/2026

A little late, but too good not to share! 🎃

This Halloween, Luca was on ghost patrol as a Ghostbuster while Arlo showed up ready for game day as a Pittsburgh Steeler. Between chasing ghosts and scoring candy, we'd call the night a success!

Hope everyone had a safe and fun Halloween weekend.

11/02/2026

Proof that all those weekends, flashcards, and study sessions were worth it. ✅

Allison passed the Series 7 this weekend and the results have officially earned a place of honor on the refrigerator. So proud of this achievement and excited for the road ahead! 🎉📈

10/30/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

10/29/2026

The bags are unpacked, the conference badges are on, and the Ameriprise Super Regional Conference has officially begun in Dallas, Texas! ⭐

Wishing Matthew, Jennifer, and A.J. a fantastic few days of learning, collaboration, and connecting with colleagues from across the country. We can't wait to hear about the insights and ideas they bring back home.

10/28/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

10/26/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

10/26/2026

We're heading to the Greater Pittsburgh Community Food Bank for our National Day of Service on Friday, November 6th, and there are still a few spots available for anyone interested in joining us.

Don't miss your chance to make a difference alongside our team. Once registration closes at 12:00 PM on October 26, sign-ups will no longer be accepted.

✅ Volunteer ✅ Give back ✅ Make an impact

Register now: https://bit.ly/48k446E

Oh no! The sign up deadline was and we're no longer to accept online registration. If you believe this is in error, please contact [email protected]

10/23/2026

Nothing says fall quite like a trip to the family farm. 🍂🎃

For Barb and her family, pumpkin season means heading back to the farm where generations of memories have been made. This year, Luca and Arlo helped load up the car with the perfect pumpkins, creating another tradition-filled day they'll remember for years to come.

What's your family's favorite fall tradition? 🍁

10/19/2026

One of my favorite things about fall is the reminder that change can be beautiful. The vibrant colors and quiet moments on the trail provided a welcome chance to unplug, recharge, and enjoy everything this season has to offer. 🍁

10/15/2026

Bringing your future into focus also means enjoying the journey along the way.

For Jen, that often includes spending time with Ella. Whether she's grazing in the field or relaxing in her stall, Ella is a reminder to slow down, stay grounded, and appreciate the moments that matter most.