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Blog

Nicholas Kennedy | Feb 7, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Nicholas Kennedy | Feb 5, 2025

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Nicholas Kennedy | Feb 3, 2025

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Nicholas Kennedy | Jan 31, 2025

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Nicholas Kennedy | Jan 29, 2025

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Nicholas Kennedy | Jan 27, 2025

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Nicholas Kennedy | Jan 24, 2025

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Nicholas Kennedy | Jan 22, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Nicholas Kennedy | Jan 20, 2025

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Nicholas Kennedy | Jan 17, 2025

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Nicholas Kennedy | Jan 16, 2025

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Nicholas Kennedy | Jan 13, 2025

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More

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Three Rivers Executive Consulting is a Wexford, Pennsylvania–based financial advisory firm dedicated to helping individuals, families, and business owners make confident financial decisions. We provide personalized financial planning, investment guidance, retirement strategies, and tax-efficient wealth management tailored to each client’s unique goals and stage of life.

Serving Wexford, Cranberry Township, Sewickley, Pittsburgh, and surrounding Western Pennsylvania communities, our approach combines practical financial expertise with a strong commitment to long-term client relationships. Whether you’re planning for retirement, growing your investment portfolio, navigating business financial decisions, Three Rivers Executive Consulting is a Wexford, Pennsylvania–based financial advisory firm dedicated to helping individuals, families, and business owners make confident financial decisions. We provide personalized financial planning, investment guidance, retirement strategies, and tax-efficient wealth management tailored to each client’s unique goals and stage of life.

Serving Wexford, Cranberry Township, Sewickley, Pittsburgh, and surrounding Western Pennsylvania communities, our approach combines practical financial expertise with a strong commitment to long-term client relationships. Whether you’re planning for retirement, growing your investment portfolio, navigating business financial decisions, or preparing the next generation for financial success, we focus on clear guidance and strategies designed for real-world results.

Our services may include:

• Comprehensive financial planning

• Retirement income and retirement readiness planning

• Investment management and portfolio strategy

• Tax-aware financial planning coordination

• Business owner financial consulting

• Estate and legacy planning coordination

• Risk management and insurance planning

• Executive financial consulting

At Three Rivers Executive Consulting, we believe financial planning works best when it’s personal. We take time to understand your priorities, risk tolerance, time horizon, and family or business considerations before developing recommendations. Our goal is to simplify complex financial topics so you can move forward with clarity and confidence.

Clients appreciate our local presence in the Wexford area, accessibility, and commitment to responsive service. We strive to build lasting relationships based on trust, professionalism, and thoughtful financial guidance.

If you’re looking for a financial advisor in Wexford, PA or the greater Pittsburgh region, Three Rivers Executive Consulting welcomes the opportunity to discuss your financial goals and how we can help support them.

3000 Stonewood Dr
Suite 330
Wexford, PA 15090

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WARRANTIES & DISCLAIMERS

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.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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