Park Lane Financial Group

Park Lane Financial Group Park Lane Financial Group is a full-service financial firm serving NEPA families and businesses.

06/09/2026

Many nurse practitioners and physician assistants feel like they need to wait until their student loans are fully paid off before they can begin investing. But waiting could cost more than you think.

There could be a major long-term impact of delaying investing because time and compound growth can play such a huge role in building future wealth. You do not have to choose between paying off debt or investing, we want to help you create a strategy that allows you to balance both.

Contact our team today to learn how we can help: https://calendly.com/cbekanich01

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to emplo...
06/08/2026

A new executive order aims to expand access to retirement savings for Americans who currently don’t have access to employer-sponsored plans.

The proposal would create a federal platform to help workers compare and enroll in IRAs, along with a potential government “Saver’s Match” for eligible income earners.

The real impact will depend on enrollment participation and contributions. But building retirement savings still involves strategy. Contact our team today for a review of your plan: https://ow.ly/7Fhx50Z6l95

https://ow.ly/Fs1B50Z6l94

If you’re concerned about major investment loss, we need to talk.No magic investment formula. Knowing that your biggest ...
06/05/2026

If you’re concerned about major investment loss, we need to talk.

No magic investment formula.

Knowing that your biggest concern is protecting money you’ve worked tirelessly to save, we are here to help.

This is about PROTECTING your nest egg and making sure your investments aren’t vulnerable to major losses.

Send us a DM or schedule your complimentary financial review on our website.

06/05/2026

What if your retirement strategy could help protect your principal during market downturns and still even allow you to participate in market growth?

We break down the concept of principal protection and market exposure, including how participation rates and cap rates work within certain financial strategies. While these solutions may limit a portion of the upside, they are designed to help protect your original investment when markets become volatile.

Contact our team today to learn whether these strategies may fit into your retirement plan: https://calendly.com/cbekanich01

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy,...
06/04/2026

June is often one of many people’s favorite months to travel. It offers perfect weather nationwide, early summer energy, and comes just before peak crowds hit. Here are a few favorite destinations to put on your radar:

🌸 Mackinac Island, Michigan – A car-free island bursting with lilacs, bike trails, and historic forts.
🌊 Bodega Bay, California – Whale watching, wildflowers, and scenic Highway 1 views.
⛵ Put-in-Bay, Ohio – A lively Lake Erie island getaway with ferries, festivals, and waterfront bars.
🌴 Laguna Beach, California – Coastal hikes, art festivals, and oceanfront dining.
🌆 Chicago, Illinois – Rooftop patios, river cruises, and live music.

Check out the rest of the list here: https://ow.ly/rXgm50Z6l5z

06/03/2026

When a lot of people begin planning for retirement, they often think, or have been told, that there is only one “right” way to save for the future. But we do not believe that!

We discuss why maximizing a 401(k) may not always be the best fit for every individual, especially when future tax rates, investment flexibility, and personal financial goals all come into play. Everything from your retirement accounts to real estate and taxable investments can carry different opportunities and tax considerations.

Contact our team today to see where we may be able to help you: https://calendly.com/cbekanich01

Most consumers have trouble telling financial firms apart, and that's nothing new. However, it's always important, espec...
06/02/2026

Most consumers have trouble telling financial firms apart, and that's nothing new. However, it's always important, especially during the pre-retirement phase, to speak with someone because retirement planning isn't just about accumulating assets, where many people tend to focus solely on investment returns. It’s also about creating income, minimizing taxes and risk, and still providing growth throughout a retirement that could last 25, 30, or even 35 years or more. Joining us is Cade Beckanich with Park Lane Financial Group. Learn more about how Cade could help you: https://parklanefinancialgroup.org/

If you're selling your business in 12 months, do these 8 things now:1) Get a real valuation.-> Know what it's actually w...
06/02/2026

If you're selling your business in 12 months, do these 8 things now:

1) Get a real valuation.

-> Know what it's actually worth, not what you hope it's worth.

-> Understand asset sale vs. stock sale (they're not taxed the same).

-> Clean up the books before a buyer's accountant does it for you.

2) Decide where the proceeds land.

A seven-figure liquidity event in a single year is a tax problem you solve before closing, not after. Installment sales, QSBS, charitable structures — the moves made while the ink is still wet are the ones that count.

3) Figure out your paycheck after the paycheck stops.

The income ends the day you sign. (You'd be amazed how many owners never ask what they'll live on. The business was the plan.)

4) Map two tax years, not one.

The sale year and the year after often look nothing alike. That gap is where Roth conversions and bracket management quietly live.

5) De-risk your personal balance sheet.

If 80% of your net worth is locked inside one company, you're not diversified — you're exposed with extra steps.

6) Update your estate documents.

-> Wills

-> Powers of attorney

-> Buy-sell agreements

-> Beneficiary designations

7) Lock in the people who make it run.

Stay bonuses and retention agreements protect the value you spent years building. A buyer is paying for the team, not just the logo.

8) Plan your identity, not just your money.

Test what a Tuesday feels like when nobody's calling you for the answer. (The money question gets solved in an afternoon. The "who am I now" question takes longer.)

--

📍P.S. If you want to reach the closing table knowing nothing slipped through, we'll put a second set of eyes on the whole picture — deal, taxes, and what comes after.

Book your meeting with us here: https://calendly.com/cbekanich01

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in re...
06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us: https://calendly.com/cbekanich01

05/29/2026

Investment accounts can play an important role in bridging the retirement income gap. For instance, if you need $80,000 a year in retirement and Social Security plus a pension provide $50,000, that still leaves a $30,000 annual gap that needs to be covered. Over a 25–35 year retirement, that can add up to anywhere from $750,000 to $1 million+ in additional income needs.

While traditional 401(k) and IRA accounts can help fill that gap, it’s important to remember withdrawals from those accounts are taxable at your income tax bracket rate. That’s why having investment accounts, which are taxed at short-term or long-term capital gains rates, can be critical to your plan for creating long-term flexibility and income. We can work alongside your CPA to analyze your situation.

Contact us today through Park Lane Financial Group to start building your personalized retirement plan: https://calendly.com/cbekanich01

Address

843 Exeter Avenue
West Pittston, PA
18643

Telephone

(570)4978081

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