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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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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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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?