Poach, Koury & Associates

Financial Advisor at Ameriprise Financial Services, Inc. A financial advisory practice of Ameriprise Financial Services, Inc.

Financial Advisor at Ameriprise Financial Services, Inc. A financial advisory practice of Ameriprise Financial Services, Inc.

“The secret of getting ahead is getting started.” – Mark Twain, American writer and humorist, 1835-1910. What goals do you need to act on today?

The Davis family took a European cruise with their graduate!

What better way to celebrate a graduation than by going on vacation! Anna and her parents took a trip to Mexico last month.

Congrats to the grads!  Anna Poach will be continuing her education at Allegheny College majoring in Pre-Med.  Jasmine Davis will be attending California University of PA and majoring in Mechatronics.  Best of luck to both girls!

Congrats to the grads! Anna Poach will be continuing her education at Allegheny College majoring in Pre-Med. Jasmine Davis will be attending California University of PA and majoring in Mechatronics. Best of luck to both girls!

Wishing you and yours a safe Independence Day.

Our Buckhannon office came in 2nd place for their beautiful windows at the annual Strawberry Festival this year!

Our Buckhannon office came in 2nd place for their beautiful windows at the annual Strawberry Festival this year!

Wonderful news for Poach, Koury and Associates! Our team member, Rob Kimble, recently passed the final exam he needed to become fully licensed! Rob is now officially an Associate Financial Advisor with our team in Buckhannon! Congratulations Rob!

cnbc.com

Kids and money: Here's how much Americans are spending on an allowance

Forty percent of Americans are paying their kids an allowance. Here's how much they are paying and other ways you can teach your kids about money.

cnbc.com A new survey shows that 40% of Americans are paying their kids an allowance. Here's how much they are paying and other ways you can teach your children about money.

ameriprise.com

Tips on marriage and finances

Planning your finances together can help start your marriage on a positive note. Use these conversation starters and then set up time with us to help you set your joint financial goals.

ameriprise.com Marriage is a major life milestone. Careful planning and communication about finances can help you start life together on the right foot.

Poach, Koury & Associates

Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial future. The future is brightest for those who set financial goals at an early age.

money.usnews.com

What Teens Must Know Before Starting a First Job

There can be many benefits for teens who work seasonal jobs, like gaining work experience and developing practical money-management skills. If your teen is looking for a summer gig, here are some tips to help get them started.

money.usnews.com A primer on everything teens must know before starting a new gig, from taxes to the interview process.

Investors who talk more openly about their finances tend to be more financially confident than those who don’t, according to the Ameriprise Modern Money study (ameriprise.com/modernmoney). When you’re ready for a family money talk, let’s connect to start the conversation.

May and June are very busy months, at home and in the office. With everything going on, we neglected to post a birthday! A very happy (belated) birthday to Rob in our Buckhannon office!

The Poach, Koury & Associates Canonsburg team and some clients had a wonderful tour of the Oglebay Zoo recently!  We all learned a lot about the animals there, and even had some close up encounters!

The Poach, Koury & Associates Canonsburg team and some clients had a wonderful tour of the Oglebay Zoo recently! We all learned a lot about the animals there, and even had some close up encounters!

It's hard to believe it is the last day of May!  Prom season has come and gone and the Canonsburg office has 2 team members with graduating seniors this year!  Anna Poach and Jasmine Davis both attended their senior proms this month!

It's hard to believe it is the last day of May! Prom season has come and gone and the Canonsburg office has 2 team members with graduating seniors this year! Anna Poach and Jasmine Davis both attended their senior proms this month!

Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.

Sixty-five percent of Americans lose sleep because of financial stress according to CreditCards.com, the highest percentage since the Great Depression. Contact us to learn more about what you can do to help ease financial stress for your employees through a #financialwellness program.

money.usnews.com

Why Women Should Handle Financial Planning

Nearly all women will become the sole financial decision maker in their household at some point in time. Learn why it’s important that women take an active role in financial planning.

money.usnews.com It’s time to understand the true impact of living longer, avoiding risk and prioritizing others.

usatoday.com

Dow stock swings are exhausting, but here's how to survive

While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.

usatoday.com Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.

Timeline Photos

If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz

Poach, Koury & Associates

Congratulations to Dianne & Jen in our Canonsburg office! They have been with Poach, Koury & Associates for 4 years now!

Congratulations to Dianne & Jen in our Canonsburg office!  They have been with Poach, Koury & Associates for 4 years now!

Congratulations to Dianne & Jen in our Canonsburg office! They have been with Poach, Koury & Associates for 4 years now!

Last week our Poach, Koury & Associates team had a terrific time with some clients and their guests at Top Golf!

Last week our Poach, Koury & Associates team had a terrific time with some clients and their guests at Top Golf!

[04/15/19]   Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.

cnbc.com

59% of well-off millennials say they'd make 1 big retirement mistake for the sake of their kids

More than any other generation, millennials want to help their kids pay for college, according to the Ameriprise Modern Money study. Learn what experts say about the impact this could have on saving for retirement.

cnbc.com "There's a reason on an airplane they say to put on your own oxygen mask before helping a child," one expert says.

businessinsider.com

The Great Recession split the millennial generation down the middle, creating 2 groups with very different financial habits

Millennials over 30 took the brunt of the Great Recession, while younger millennials entered a better job market and became risk-averse by watching the recession unfold.

businessinsider.com Millennials have their own generation gap thanks to the Great Recession, and it has affected each group's financial behavior.

[04/03/19]   It looks like the weather here in Canonsburg is cooperating for National Walking Day! The American Heart Association sponsors this day to remind everyone about the health benefits of taking a walk So, take advantage of that sunshine and take a walk today!

cnbc.com

These 'super savers' are retiring earlier than most. Here's what they're doing differently

Learn about uncommon money hacks super savers are using to reach their goals of retiring early.

cnbc.com Some Americans ages 45 and up are managing to save $1 out of every $5 — and retiring earlier. Here's what they're doing differently from the average investor.

Last Friday, the Canonsburg branch of Poach, Koury & Associates had the opportunity to volunteer their time with ASSET STEM Education, a national education improvement nonprofit in Pittsburgh. We are proud to have a small part in helping to improve children's education!

thestreet.com

Saving For Specific Goals May Keep You More Disciplined

Whether you’re saving for college, a new home, a wedding or even a dream vacation, setting specific goals could potentially change your financial behavior for the better.

thestreet.com While some financial planners favor looking at overall returns, others see value in dividing up pools of money depending on the goals involved.

cnbc.com

Don't jeopardize your own retirement savings. Teach your kids to be financially independent

Experts recommend talking with your children about money early – and often. Learn what you can do to help set your kids on the path to financial security.

cnbc.com Parents are spending twice as much on their adult children than they are putting away for retirement, and that could have dire consequences down the road.

Want to sweeten your financial life? Let’s talk about how to prioritize all the pieces of the pie to achieve your goals. #piday

Today our Canonsburg office welcomes Tony Pol to our team as a Financial Advisor! We are all very happy to have him join us here at Poach, Koury & Associates.

ameriprise.com

IRA rollover evaluator

If you have retirement accounts from previous employers, you may want to consider rolling them into an IRA. Try our IRA rollover evaluator and let’s discuss options to achieve your retirement goals.

ameriprise.com Get a personalized report on the pros and cons of consolidating or rolling over your retirement assets.

Spring forward! Daylight Saving Time begins Sunday, March 10. Remember to set your clocks forward one hour.

[03/08/19]   Women around the world have a long history of leading positive change for the world and its citizens. Join us in honoring their contributions, today and every day. #WomensHistoryMonth

[03/04/19]   We welcome you to join us on Monday, March 11, 2019 at 10:30 a.m. for a complimentary tax seminar. This is an informational seminar that will discuss an overview of the new tax law, provisions of the new tax law, and how to work with your advisor to assess your situation. There is no cost or obligation to attend. Please RSVP to 724-916-2233 in order to reserve your spot.

The seminar will be held at:

Frank Sarris Public Library
Meeting Room 1
35 N. Jefferson Avenue
Canonsburg, PA 15317

kiplinger.com

Interest Rates Have Been Rising. Are Investors Ready?

Fifty-eight percent of investors expressed some level of concern about rising interest rates in a recent Ameriprise survey. Here are some tips to help protect your portfolio in the changing environment.

kiplinger.com There are several steps people might want to consider taking right about now. Here's how to evaluate your own investment, saving and debt situation and prepare for the changes ahead.

Today is National Skip the Straw Day! The National Park Service estimates Americans use 500 million straws per day. That is a lot of non-recyclable, non-biodegradable straws! Today is the day to try out alternatives, whether it's going straw-less or trying a reusable straw, as seen below.

Today marks 8 years that Becky has been with Poach, Koury & Associates! Please join us in wishing her a Happy "work" Anniversary! Thank you Becky for all that you do for us!

cnbc.com

On a Marie Kondo kick? Here's how to tackle your financial paperwork

Holding onto what brings you joy and letting go of the rest can also apply to your paperwork. Here's a guide to determine what to keep and what to toss.

cnbc.com Tidying up isn't just for closets and junk drawers. Financial advisors recommend purging old financial documents and records, too.

thestreet.com

Nearly Half of Older Americans Don't Have Wills or Estate Plans

Having an estate plan in place can help ensure your legacy is carried out according to your wishes.

thestreet.com Dying without a will in place can lead to expensive consequences for your heirs.

ameriprise.com

Snow Tires Save Lives

Winter is the most dangerous time to drive. Make sure you have the right tires to help keep you safe when on the road.

ameriprise.com Improve traction. Reduce slipping and sliding. These are just some of the benefits of equipping your car with snow tires. Learn more!

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Location

Telephone

Address


227 DeMar Boulevard
Canonsburg, PA
15317

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00
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