Providing comprehensive risk managment strategies and services.Learn More
Trust & Estates⁽¹⁾
As your trusted advisors, we are dedicated to helping you reach a higher purpose for your wealth.Learn More
Trust & Estates⁽¹⁾
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
Providing retirement plans for privately held businesses and corporations.Learn More
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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It’s never a bad time to speak with your financial advisor about changes in your situation.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Marriage changes everything, including your insurance needs.
However exciting retiring abroad may sound, it deserves considerable planning.
In the face of divorce, making changes to insurance coverage may be overlooked.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How will you weather the ups and downs of the business cycle?