The P&A Blog

The Social Security “penalty” that isn’t

The Social Security “penalty” that isn’t

Are you really penalized for taking Social Security benefits before full retirement age while still working?  There’s a common misconception around the benefits earnings test, which applies for people ages 62 to 67, who are still working, and who claim Social Security...

SHIP Medicare Minute – June 2021

SHIP Medicare Minute – June 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...

Your cybersecurity

Your cybersecurity

I recently read an article about “keeping yourself cyber safe.”  Some days it feels like every other article I read is about someone scamming another person.  Spam continues to bombard us. Cybercriminals have gotten very creative in the way they obtain information,...

Book Review: “Think Again” by Adam Grant

Book Review: “Think Again” by Adam Grant

If you’re into the social sciences, you’re probably familiar with Adam Grant’s other books, Give and Take and Originals are two.  Both of these books are great reads, but his latest, Think Again, might be his best yet. The premise behind Think Again is that we as...

SHIP Medicare Minute – June 2021

SHIP Medicare Minute – May 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...

Quarterly Account Reviews

How We Pick Stocks

I think there is an air of mystery surrounding what financial advisors actually do. I imagine that many of our clients, much like myself not that long ago, wonder what really goes on at P&A between the hours of 8AM and 5 PM, Monday through Friday. When I came to...

Insurance & Annuity Reviews

Insurance & Annuity Reviews

At P&A, we like to stay in our own lane.  You won’t find us preparing taxes or doing estate planning.  We don’t offer loans or sell insurance.  We know what we do best—investment management and financial planning--and we focus our efforts here.  Additionally, we...

Inflation vs. The Fed

Inflation vs. The Fed

Over the last year, the federal government has thrown trillions of dollars into the economy because of the pandemic.  And during this time, Americans have squirreled away $1.6 trillion in savings.  As the economy ramps up, there's a real concern of this surge of money...

SHIP Medicare Minute – June 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 – June 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...

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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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