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Focus on the future!
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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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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?