Financial Planning Resources from The Pitti Group
Everything we teach is gathered here in one place.
Articles, podcast episodes, and guides. Browse by format, or start with the question on your mind.
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Insights
Plain-language articles on retirement, taxes, estate planning, and investing, written by The Pitti Group.
View All Articles →Podcast
The Finance Things in Life covers the money topics that affect people every day, with guests from local business owners to professional athletes. Streaming on Spotify, Apple Podcasts, and YouTube.
The Pitti Group Podcast →Useful Links
The outside resources we point clients to for facts, from the IRS to the Social Security Administration.
Useful Links →Downloadable Guides & Tools
Practical resources you can put to work.
Live Rich, Die Smart
Sal Pitti’s book, available on Amazon.
Buy on Amazon →401(k) Analysis
Request an independent review of your company retirement plan.
Open the tool →2026 Tax Planning Tables
Brackets, contribution limits, standard deductions and filing deadlines for the year, in one seven-page reference.
Get instant access →Plan Your Legacy
A family’s guide to estate planning. The documents a plan rests on, the paperwork that overrides a will, and a self-check to see where you stand.
Download the guide →Asset Protection Strategies for Long-Term Care
What extended care costs, how families pay for it, and the planning choices that come earlier than most people expect to make them.
Get the guide →What’s Your Business Worth?
Five valuation mistakes to avoid before you step away, and a ten-point check to see where your business stands.
Get the guide →
Reading Only Gets You So Far
When you’re ready to talk about your own situation, there’s no cost and no obligation to sit down with us.
Request a Complimentary Call →Prefer to talk now? Call (585) 337-4000