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4099 William Penn Highway
Suite 512
Monroeville, PA 15146






(412) 372-6900

 
MENU
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   * Our Firm
   * Our People
 * Insights
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 * Tools


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

Learn More


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

Learn More


RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More


TIMING YOUR RETIREMENT

This short video illustrates why knowing when to retire can be a crucial part of
your strategy.

Learn More


WELCOME



Robert Warwick & Associates, P.C. is a full-service accounting firm serving
clients throughout the Pittsburgh, Pennsylvania area, dedicated to providing our
clients with professional, personalized services and guidance in a wide range of
financial and business needs.
On this website, you will find information about Robert Warwick & Associates,
P.C., including our list of services. We have also provided you with online
resources to assist in the tax process and financial decision-making. These
tools include downloadable tax forms and publications, financial calculators,
news and links to other useful sites. Whether you are an individual or business
in or near Pittsburgh, Robert Warwick & Associates, P.C. has years of valuable
experience assisting professionals with their accounting needs.
We welcome any questions or comments you may have.


HELPFUL CONTENT


A TAXING STORY: CAPITAL GAINS AND LOSSES

Understanding how capital gains are taxed may help you refine your investment
strategies.


IS TERM LIFE INSURANCE FOR YOU?

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


THE COST OF MEDICAL CARE

Learn about the risks of not having health insurance in this informative
article.

 
 * Articles
 * Calculators
 * Presentations
 * Videos

ARE YOU PREPARED FOR AN ESTATE TAX SUNSET?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to
make the most of the higher threshold.

UNDERSTANDING EXTENDED CARE

Understanding the types of extended care services—and what those services could
cost—may be critical.

UNDERSTANDING THE BASICS OF MEDIGAP POLICIES

Important as it is, Medicare does not cover the full range of health-care
expenses you may experience in your golden years.

SIX SURPRISING FACTS ABOUT RETIREMENT CONFIDENCE

This attention-grabbing infographic covers retirement topics you may not have
considered.

WHAT IS A ROTH 401(K)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a
Roth IRA.

UNDERSTANDING EQUITY COMPENSATION

Net Unrealized Appreciation and how it affects tax responsibilities.

VIEW ALL ARTICLES

INFLATION & RETIREMENT

Estimate how much income may be needed at retirement to maintain your standard
of living.

ASSESS YOUR LIFE INSURANCE NEEDS

This calculator estimates how much life insurance you would need to meet your
family's needs if you were to die prematurely.

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

CAN I REFINANCE MY MORTGAGE?

This calculator can help determine whether it makes sense to refinance your
mortgage.

LONG-TERM-CARE NEEDS

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

TAX FREEDOM DAY

Assess how many days you'll work to pay your federal tax liability.

VIEW ALL CALCULATORS

YOUR CASH FLOW STATEMENT

A presentation about managing money: using it, saving it, and even getting
credit.

MANAGING YOUR LIFESTYLE

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

5 SMART INVESTING STRATEGIES

There are some smart strategies that may help you pursue your investment
objectives

PRINCIPLES OF PRESERVING WEALTH

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

PROTECTING THOSE WHO MATTER MOST

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

INVESTMENT STRATEGIES FOR RETIREMENT

Investment tools and strategies that can enable you to pursue your retirement
goals.

VIEW ALL PRESENTATIONS

JANE BOND: SCALING THE LADDER

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

BURSTING THE BUBBLE

Tulips were the first, but they won’t be the last. What forms a “bubble” and
what causes them to burst?

SHOULD YOU TAP RETIREMENT SAVINGS TO FUND COLLEGE?

There are three things to consider before dipping into retirement savings to pay
for college.

WHAT CAN A MILLION DOLLARS BUY YOU?

$1 million in a diversified portfolio could help finance part of your
retirement.

THE FED AND HOW IT GOT THAT WAY

Here is a quick history of the Federal Reserve and an overview of what it does.

SHOULD YOU EVER RETIRE?

A growing number of Americans are pushing back the age at which they plan to
retire. Or deciding not to retire at all.

VIEW ALL VIDEOS

 


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LOCAL WEATHER

15146






Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.



Securities offered through S A Stone Wealth Management, Inc.  Member
FINRA/SIPC.SA Stone Wealth Management, Inc. does not provide tax services.



CONTACT

Robert Warwick & Associates, PC

Office: (412) 372-6900 Fax: (412) 372-6901

4099 William Penn Highway
Suite 512
Monroeville, PA 15146

rwarwick@warwickcpa.net



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