Mon – Fri · 9:00am – 5:00pm 3058 Leechburg Rd, Lower Burrell, PA (412) 772-8575
Safety 1st Retirement — Insuring Your Financial Dreams
Book a Discovery Call
AboutServicesLocationsVideosResourcesContact (412) 772-8575

Home/Resources

Plain-English retirement reading.

Guides from the practice on Medicare, taxes, estate planning, and retirement income — written for Western Pennsylvania families, not for Wall Street.

Medicare October 31, 2025 · 8 min read

Essential Steps for Preparing for Medicare

Tax Planning September 12, 2025 · 7 min read

Understanding Tax Implications During Retirement

Estate Planning August 22, 2025 · 9 min read

Estate Planning: Key Steps & Strategies

Retirement Planning July 18, 2025 · 7 min read

Essential Steps for Effective Retirement Planning

Annuities June 4, 2025 · 11 min read

7 Common Myths About Annuities Debunked

Reading only gets you so far.

Bring your actual statements to a free Discovery Call and get answers about your numbers.

Book a Discovery Call(412) 772-8575