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Blog

Nicholas Kennedy | Apr 21, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Nicholas Kennedy | Apr 18, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Nicholas Kennedy | Apr 16, 2025

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Nicholas Kennedy | Apr 14, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Nicholas Kennedy | Apr 11, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Nicholas Kennedy | Apr 9, 2025

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Nicholas Kennedy | Apr 7, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Nicholas Kennedy | Apr 4, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Nicholas Kennedy | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Nicholas Kennedy | Mar 31, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Nicholas Kennedy | Mar 28, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Nicholas Kennedy | Mar 26, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

3000 Stonewood Drive
Suite 330
Wexford, PA 15090

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There are no warranties implied.

Three Rivers Executive Consulting (“TREC”) is a registered investment adviser located in Wexford, PA. TREC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. TREC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of TREC’s web site on the Internet should not be construed by any consumer and/or prospective client as TREC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by TREC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of TREC, please contact the state securities regulators for those states in which TREC maintains a registration filing. A copy of TREC’s current written disclosure statement discussing TREC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from TREC upon written request. TREC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TREC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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