Broker Check

535 Lloyd Avenue
Latrobe, PA 15650

Christopher T. Pakos, CPA, PC.

(724) 537-6010

 
A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

"Dream as if you'll live forever. Live as if you'll die tomorrow." -James Dean

Christopher T. Pakos, CPA, PC strives to help you live comfortably today while advising you on how to save as if you’ll live forever.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Investment and financial planning services are offered by Christopher Pakos through his affiliation with HD Vest.  

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

 

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

U.S. Personal Savings Rate

What can be learned from the savings rate?

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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