Neal McGrath, AIF

A little family time is always time well spent. ❤️

From soaking up the sunshine and making memories at the beach 🌊☀️ to enjoying a fall favorite with a day of apple picking 🍎🍂, John and his family have been making the most of their time together.

It’s a great reminder that some of the best moments are the simple ones—getting outside, slowing down, and spending quality time with the people who matter most.

Here’s to sunshine, crisp fall days, and plenty of family memories along the way!

⚖️ REMINDER: It's never too early to start planning your estate.

Estate planning isn't just about wills and trusts — it's about making sure your wishes are honored and your loved ones are protected. That's why we work closely with estate planning attorneys to help make sure your financial plan and your legal documents are working together, not against each other.

We genuinely enjoy educating our community on this topic — which is why we have upcoming seminars where we break it all down in plain language.

📅 Save your seat: https://www.yoursvp.com/2157c1dd-4d33-4eb9-83a4-5b71f71fd355

Whether you're just getting started or it's time to revisit an old plan, we'd love to see you there.

🎒 Happy First Day of School! 🎒

We love this time of year — new backpacks, fresh school shoes, and big smiles on the porch! Wishing a fantastic school year to some of our favorite families:

The Graves kids are ready to go: Marshall (6th grade), Aiden (4th grade), Claire (Kindergarten), and Elliott (Pre-K)!

And Nicole's crew is all set too: Juliette (11th grade), Eliza (7th grade), and Bates (2nd grade)!

Here's to a year full of learning, growth, and great memories. Have a wonderful year, everyone! 📚☀️

Trust isn't given — it's built. 🤝 Our team puts in the extra hours and hands-on care so that when it's time for you to make big decisions with your money, you can do it with total confidence. This is what "we've got you" looks like.

📚 It's back-to-school season — a great time to think about saving for your kids' (or grandkids') future.

In the latest Ask the Advisor column with The Lebo Beat, our own John McGowan, CFA, MBA answers a question we hear all the time:

"I'd like to invest some money for my child/grandchild, but I'm not sure which type of account is best."

John breaks down the options — 529 plans, custodial accounts, Roth IRAs for working teens, and the new Trump accounts — and which one might fit your family's goals.

Read John's full answer here 👉 https://lebobeat.com/lebo-financial-answers-july-2026/

Have a financial question of your own? Email it to [email protected] for a chance to be featured in a future column.

Lebo Financial Answers - July 2026 - The Lebo Beat Ask the Advisor

The numbers don't lie 👇

73% of business owners plan to exit in the next 10 years. Most don't have a plan to do it on their terms.

50% are overpaying in taxes — simply because their financial structure was never built with business ownership in mind.

1 in 3 have no succession plan at all.

Your business is likely your biggest asset. Does your financial strategy treat it that way?

Let's build a plan that protects what you've worked so hard to create.

🔗 Link https://www.carsonwealth.com/locations/pittsburgh-pa-bigelow-square/business-owners-2/

Still smiling about such a great evening! 🎲✨

A few more moments from our recent Casino Night. From the games and friendly competition to catching up with familiar faces and meeting new ones, the best part of the evening was simply spending time together.

We’re grateful to everyone who joined us and made the night one to remember. Thank you for being part of it! ❤️

A special day in the saddle for an even more meaningful cause! 🐴💙

Nicole and her daughter, Eliza, recently participated in the 4th Annual Making Strides Foundation Summer Showcase Charity Horse Show at the Westmoreland Fairgrounds, with both of them getting the opportunity to ride.

The event supports the Foundation’s mission to provide inclusive equine assisted services for children and young adults with disabilities. It was a meaningful day for Nicole and 12 year old Eliza to share something they both love while supporting an organization making a difference in the community.

A great day of riding, giving back, and making memories together! 🐎💙