The P&A Blog

SVB failure

SVB failure

Clients and friends of P&A, In light of events unfolding over the weekend regarding the financial system, we’ve been fielding questions about what happened and what it means for your money under our care.  This letter will focus on the latter, not because we don’t...

Creating a retirement paycheck

Creating a retirement paycheck

Learning to live without a paycheck is one of the challenges soon-to-be retirees and the newly retired must come to terms with.  But what if I told you we can create a retirement paycheck for you from your investment and retirement accounts?  Would you be interested...

Flipping the switch

Flipping the switch

Last month, we received an email from a client who had just returned to the U.S. after an overseas trip.  She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...

Cheers to 22 years!

Cheers to 22 years!

My husband and I had planned a European river cruise to celebrate our 20th wedding anniversary back in 2020. We all know what happened, lots of events were put on hold. Fast forward to 2022 and we finally got to take it. As of the printed date of this article, I’m...

Cash needs

Cash needs

Holiday season is in full swing, and Christmas is just around the corner!  Are you planning to make monetary gifts to kids or grandkids this year?  Do you need to make a deposit on the tropical vacation you have planned with the family over the holiday?  What about a...

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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