Muhlenkamp Library
Muhlenkamp Library

(724) 935-5520
Muhlenkamp & Company
5000 Stonewood Drive
Suite 300
Wexford, PA 15090

inger@verserity.com

Take Your First Step in Retirement Planning

January 22nd, 2021|Categories: Investing, Retirement Planning|

WHY IS FINANCIAL PLANNING SO IMPORTANT? We all have things we want to do in the future that will cost money; vacations, home buying, paying for college, retiring, and etc. Financial planning is simply figuring how much money you will need when you will need it, and taking action to get you there. RETIREMENT PLANNING IS A SUBSET OF FINANCIAL PLANNING, AND MAYBE THE MOST CRITICAL BECAUSE: Social Security is becoming less solvent all the time. Read: Social Security by the Numbers and Social Security Revisited: A Plan to Fix It Most corporations no longer offer defined benefit retirement plans, and many companies [...]

Muhlenkamp Marathon

January 10th, 2021|Categories: Investing, Retirement Planning, Saving|

Our Muhlenkamp Marathon E-Book includes 26.2 miles of financial guidance. From getting your financial information in order at mile 3 to creating a budget at mile 7 and learning how to reduce debt at mile 16, we’ve got your training covered!   The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.  

2020 Changed Perspectives on Spending Money

December 22nd, 2020|Categories: Investing, Retirement Planning, Saving|

LOOKING BACK ON 2020 IS USEFUL ONLY IF WE USE WHAT WE HAVE AS WE LOOK FORWARD. What mistakes were made and can be avoided? What opportunities did we find, or did we miss? What assumptions about spending, saving, and investing were challenged and proved to be true, or false? Asking and answering these questions can create possibilities and a limitless future of financial opportunities for you. As we explore the methodology for financial planning for the year ahead, we’d like to share findings from a September 2020 study by Northwestern Mutual. The findings reveal that over one-third (38%) of [...]

Talk to Your Children About Money: From Saving to Financial Legacy

December 2nd, 2020|Categories: Estate Planning, Saving|

WHY DO WE SAVE MONEY? There isn’t a shortage of information surrounding why to save, how to save, and where to save.  And after all, we have to plan for the unexpected and the expected—your first home, kids, college, retirement, and job loss. The list goes on.  One thing for sure, saving can be a team sport for you and your family if you encourage it to be. So, talk with your children about money. HOW DO YOU ANSWER THESE QUESTIONS? Why do you save money every month? When do you plan to retire; earlier than the age of 66? [...]

Why an Emergency Fund is a Good Idea

September 2nd, 2020|Categories: Saving|

An emergency fund is the rainy-day fund; it’s for the out of the ordinary, once in a blue moon expense that you need money for RIGHT NOW. It is for expenses that are both URGENT and IMPORTANT, and the purpose of this money is to be available when you need it. Most financial advisors and bankers will tell you that you should have at least the equivalent of three to six months’ worth of living expenses saved in this emergency fund. WHY IS SIX THE MAGIC NUMBER? If you’re far out from retirement and have a steady job, keeping six [...]

Music for MS Music Festival

August 5th, 2020|Categories: Announcements|

MUHLENKAMP IS PROUD TO JOIN AS A FEATURED SPONSOR TO HELP RAISE FUNDS FOR THE PITTSBURGH-BASED CHARITY WHO:  MUSIC FOR MS EVENT WITH “NOVEMBER BLUE” AND “TULLYCAVY” WHAT:  SEVENTH ANNUAL MUSIC FOR MS MUSIC FESTIVAL WHEN:  AUGUST 15, 2020 AT 8:00 PM (BROADCAST BECOMES AVAILABLE TO VIEW) HOW:  VIRTUALLY THROUGH THE MUSIC FOR MS WEBSITE (WWW.MUSICFORMS.ORG) WITH LINKS TO YOUTUBE AND FACEBOOK. About the event – MuSic for MS, a Pittsburgh based charity music festival will take place virtually on August 15, 2020 with access through the Music for MS website with links to YouTube and Facebook.  The event is being broadcast from the [...]

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