Broker Check
Your Financial Partners Simplifying the Complex Tailored to You A Monthly Newsletter
 

Asset Management⁽¹⁾

 

Trust & Estates⁽¹⁾

 

Retirement⁽²⁾

 

My 401k⁽²⁾

Understanding Today’s Financial Environment

Wealth Management means providing a client with financial confidence and knowing they’re prepared for not only today, but tomorrow as well. The Peoples Security Wealth Management Group has served families, foundations and corporations with Investment Management, Estate Planning and Advisory, and Trust services for over a century. Based in Scranton, Pennsylvania, our reach extends from upstate New York, down through the Endless Mountains into Northeastern Pennsylvania, the Lehigh Valley and Suburban Philadelphia.

Contact Us

 

⁽¹⁾ Peoples Security Wealth Management Group is a trade name for Peoples Security Bank and Trust Company. Peoples Security Bank and Trust Company and Peoples Security Trust and Investment Management are not registered broker/dealers and are not affiliated with LPL Financial.

⁽²⁾ Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Peoples Security Bank and Trust Company deposits and are not FDIC insured. These products are not obligations of the Peoples Security Bank and Trust Company and are not endorsed, recommended or guaranteed by Peoples Security Bank and Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.


Helpful Content

Bursting the Bubble

Bursting the Bubble

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

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

View all articles arrow

Social Security Taxes

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow