The P&A Blog
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...
5 ways to gift to your children
“The love you express to your children is infinitely more valuable than any possession you could give them. You can educate them in prestigious schools, dress them in the finest clothes, guide them with the wisest rules, and boldly confront their worst fears. But, if...
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
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 – 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...
Should I consolidate?
In today’s world where everything seems to be done online, wouldn’t it be nice to reduce the number of logins you have to keep track of? Consolidating retirement accounts might just do the trick. It might also ensure none of your hard-earned money goes missing. ...
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?
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
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
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...
Do I need to keep brokerage statements?
Do you have boxes full of old financial statements: tax returns, brokerage statements, bank statements, healthcare receipts, etc.? Since many of these arrive in your mailbox monthly, they multiply quickly. Have you ever wondered if you need to keep these, and if so,...
An Intro to the Five Uses of Money
Money is the leading cause of stress in America, the leading cause of divorce in America, and doesn’t rank in the top five factors that lead to happiness. Yet we all need it to live to one extent or another. While money is a part of each of our life equations, it’s...
2020 – 4th Quarter Letter – The Permanence of Change
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include the evolution of technology, what might influence our resistance or receptiveness to change, and an array of predictions, markets-related and otherwise,...
Book Review: Erik Larson’s latest and “Red Notice” by Bill Browder
A 2-for-1 book review! The first book up is the latest from Erik Larson – one of my favorite authors (a favorite of Jon’s as well). Erik writes historical non-fiction, with a bit of fictional embellishment along the way. His books are entertaining, educational and...
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
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
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
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...
