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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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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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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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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.