Recent Posts

Check This List – Twice – Before Year-End

Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.…
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Inside – Washington County

Neil Rongaus, Wealth Manager for Confluence Financial Partners of Southpointe, grew up in Donora, PA where he attended…
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20 Questions Your Estate Plan Should Answer

The estate planning process involves a lot more than simply deciding who will inherit your money.  In particular,…
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