The P&A Blog

SHIP Medicare Minute – April 2021

SHIP Medicare Minute – April 2021

Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find...

P&A is hiring (again)!

P&A is hiring (again)!

P&A is looking to add our next great team member!  For our next hire, we are looking for someone who is research-oriented and loves learning about and digging into companies and new investment ideas.  As with all our P&A staff, we are looking for someone who...

Victories & Challenges: A Year in Review

Victories & Challenges: A Year in Review

One whole year, and what a year it has been! This week marks the anniversary of our work-from-home staff rotations in response to the novel coronavirus COVID-19 pandemic. Shortly after making this transition, we started publishing “COVID-19-free” blog posts in which...

SHIP Medicare Minute – April 2021

SHIP Medicare Minute – March 2021

Diane and Elizabeth are Nebraska SHIP (Senior Health Insurance Program) volunteers here to help with your Medicare enrollment, questions, and drug coverage reviews.* P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find...

The GameStonk Saga

The GameStonk Saga

As the token almost Gen Z-er in the office, I’ve become, for better or worse, the office authority on cryptocurrency news and internet lingo.  The recent run-up of GameStop stock, catalyzed from a rag-tag bunch of internet investors, proved to only solidify my place...

RMD confusion?

RMD confusion?

With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information--and some confusion--about Required Minimum Distributions (RMDs).  This post will help clear the air. The age at which individuals must take RMDs has...

How to protect retirement savings

How to protect retirement savings

In late 1994, the tools became available to create a firm like Pittenger & Anderson.  The internet was coming of age, fees were dropping, and Charles Schwab decided to support Registered Investment Advisor firms in order to get the RIA clients’ business.  The...

How we “ask” for referrals

How we “ask” for referrals

Fresh on the heels of graduating from college in 2001, I came to my dad (with a job offer to P&A in mind) and said, “All right Dad, what is next?”  He said, without hesitation, “Go find a job…”  The silence was deafening... The tech bubble had just burst, so jobs...

P&A Spotlight: Brea Stithem

P&A Spotlight: Brea Stithem

P&A continues to grow, and with that growth comes our latest employee addition!  We are excited to have Brea Stithem on the team as our Director of First Impressions!  Brea will most likely be the first face you seen walking into our office or voice on the phone...

The 15 best books I read in 2020

The 15 best books I read in 2020

With a limited menu of activities for much of the year, I found myself with more time to read. Here are the Top 15 books I read in 2020 categorized by topic. Leadership: The Ride of a Lifetime - Written by Bob Iger, former CEO of the Walt Disney Companies, this book...

Don’t break the chain

Don’t break the chain

The calendar will turn over in less than two weeks, and with it a new year, a new beginning.  For many, this is a time of resolutions.  Five of the most common are to eat better, work out more, lose weight, make smarter financial decisions, and spend more time with...

Five ways we’ve recently helped our clients

Five ways we’ve recently helped our clients

In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial decisions. Qualified Charitable Distribution from an IRA – A QCD allows someone over the age of 70.5 to gift money out of their IRA...

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Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.

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