The P&A Blog

Facing large RMDs from your IRA?

Facing large RMDs from your IRA?

Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road.  The best way to optimize taxes over the long run might be to accelerate taxes in the short run. If you’re approaching 72 years of age,...

Required IRA Distributions & How We Help

Required IRA Distributions & How We Help

Welcome to post #4 in my blog post series “Behind the Scenes at P&A”. If you’re new to the series, you can read the previous three installments by clicking on the links below. How we pick stocks The quarterly review process Lead and Service Advisors Last month, I...

What makes a great P&A employee

What makes a great P&A employee

As P&A continues to grow, we have again found ourselves needing to add another great individual to our team.  We are fortunate to have an outstanding team at P&A, and we know it is a big task to find another employee up to the P&A standards.   Every time...

SHIP Medicare Minute – July 2021

SHIP Medicare Minute – July 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 timing of Social Security

The timing of Social Security

Social Security benefits are a major retirement income source for many people.  So, the timing of when you start receiving Social Security is important.  In our experience, clients are worried about three main issues related to when to file: dying too young, waiting...

Required IRA Distributions & How We Help

Lead and Service Advisors

We’re pulling back the curtain yet again with the third installment of my blog post series, “Behind the Scenes at P&A”. Previous installments are linked here and here. Today we’re delving into the enhanced service structure our team has adopted, that of Lead and...

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 – July 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 – July 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...

Required IRA Distributions & How We Help

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...

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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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