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As the representing senior producer of Nittany Brokerage it is our firms mission to act as fiducies to offer you a complete independent universe of products and companies for our agents and representatives to service their clients. With our four professional service branches we put the best interest of our clients needs and goals first and then match their personal risk tolerance with the appropriate insurance or investment product.
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.