Key Takeaways: Your 50s are typically peak earning years, making this the best decade to accelerate retirement savings and correct course if...
READ MORE2026 Tax Planning: Strategies to Consider
by Audrey Mines | May 14, 2026 | Tax planning
A tax return is more than a filing requirement. It provides a snapshot of your financial life, reflected in income, deductions, and tax...
READ MOREWould You Rather: Roth or Traditional IRA?
by Audrey Mines | Feb 19, 2026 | Tax planning
“Would you rather?” was a game my kids loved to play: pizza or tacos, fly or be invisible? Let’s play it again, this time with tax and legacy...
READ MOREA Widow’s Financial Journey: Financial & Estate Plans
by Audrey Mines | Aug 13, 2025 | Financial Planning
This is the final installment in a four-part series covering a fictional character, “Mary” and how our services at P&A can provide clarity...
READ MOREA Widow’s Financial Journey: Changing Places
by Audrey Mines | Jun 16, 2025 | Financial Planning
This is the third installment in a four-part series covering a fictional character, “Mary” and how our services at P&A can provide clarity...
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