Daniel P. Stephans, Mosaic Wealth Consulting

Daniel P. Stephans, Mosaic Wealth Consulting Financial Advisor in the Pittsburgh Area I have been in the financial service industry since 1984 and have maintained a client first practice for over 30 years.

As a graduate from Robert Morris University with a BS in Business Administration, I also earned the professional designations Chartered Financial Consultant (American College), Chartered Retirement Planning Counselor (College of Financial Planning), and Certified Fund Specialist (Institute of Business and Finance). I am a member of the Financial Planning Association (FPA). I hold Securities licens

e 7, 63, and 65. I am licensed for Life, Accident, Health and Annuities. As a retirement income specialist, I provide comprehensive fee-based financial planning, wealth management and estate planning services for individuals, professionals, and business owners approaching retirement or already retired. My mission is to help build and protect wealth through asset accumulation, distribution planning for individuals working towards retirement, and the efficient transfer of wealth to heirs. Your Life, Your Wealth, Our Guidance. Daniel Stephans is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer(member SIPC) and registered investment advisor. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp. He is securities licensed in AZ, CO, GA, FL, MD, NJ, NY, NC, PA, SC, VA, WA and WV. CRN-

Retirement Planning: How To Prepare When Having Kids Later in Life
02/06/2023

Retirement Planning: How To Prepare When Having Kids Later in Life

The average age for starting families continues to grow in America and around the world. The New York Times published a 2021 report which found that, since 2007, birth rates for women in their 20s...

4 Ways Women Can Prepare Their Finances for Unexpected Life-Changing Events
02/05/2023

4 Ways Women Can Prepare Their Finances for Unexpected Life-Changing Events

Be prepared for unemployment, medical expenses or even loss

5 Tips To Help You Safely Pass on Your Wealth
02/04/2023

5 Tips To Help You Safely Pass on Your Wealth

Prevent fees and fighting and keep your assets in the family.

Unused 529 college savings can be rolled into a Roth IRA next year
01/27/2023

Unused 529 college savings can be rolled into a Roth IRA next year

Starting next year, unused 529 education savings money can be rolled into a Roth IRA, giving kids a head start on their retirement.

The $1.9 billion Powerball winner should avoid these common mistakes with lottery winnings - Fortune
12/29/2022

The $1.9 billion Powerball winner should avoid these common mistakes with lottery winnings - Fortune

You should avoid taking the cash payout.

How Should Your Children Inherit? 4 Scenarios Where ‘Equal’ Is Not Appropriate
12/27/2022

How Should Your Children Inherit? 4 Scenarios Where ‘Equal’ Is Not Appropriate

Equally sharing the wealth among the kids isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.

Managing Your Stock Market Psychology
11/16/2022

Managing Your Stock Market Psychology

You can remain steady even though the stock market may feel like a roller coaster. Your emotions don’t have to rule your wallet.

NerdWallet: Who really suffers when interest rates rise?
11/15/2022

NerdWallet: Who really suffers when interest rates rise?

The Federal Reserve is raising interest rates again. Experts say borrowers, homeowners, retirees and low-wage workers bear the brunt.

What Are the Income Tax Brackets for 2022 vs. 2023?
11/07/2022

What Are the Income Tax Brackets for 2022 vs. 2023?

Depending on your taxable income, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate.

12 Things No One Tells You About Early Retirement
11/03/2022

12 Things No One Tells You About Early Retirement

Retiring from your profession is something that will happen sooner or later. When your hair becomes too gray, and you can no longer keep up with the amount of work...

Worried About Money? How 2 Families Are Navigating Financial Anxiety
11/01/2022

Worried About Money? How 2 Families Are Navigating Financial Anxiety

Here's how to reframe your money mindset amid economic uncertainty.

Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits
10/30/2022

Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits

If you're saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023.

Address

7467 State Route 22
New Alexandria, PA
15670

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Daniel P. Stephans, Mosaic Wealth Consulting posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category