The P&A Blog

The brilliance of bunching

The brilliance of bunching

  “Bunching” is a strategy used to maximize a taxpayer’s itemized deduction and, perhaps more importantly, to maximize one’s charitable giving impact.  When the Tax Cuts and Jobs Act (TJCA) passed in December 2017, this strategy became even more useful.  In this...

My Big Fat Greek Trip!

My Big Fat Greek Trip!

In the summer of 2023, we took a trip to Greece. We wanted to really explore “island life” and avoid popular, overcrowded spots. My husband and I follow a couple on YouTube, and they have a review on the Greek islands – so we specifically picked out 2 they...

Ship Medicare Minute – February 2024

Ship Medicare Minute – February 2024

P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare’. Click here for the February edition of the Nebraska SHIP Medicare...

January 2024 Market Recap

January 2024 Market Recap

Highlights The labor market remains strong, adding more jobs in January than expected. Stocks were mixed to start the year. Leadership in the market remains centered around larger companies. Interest rates remained mostly steady in the month of January.  ...

P&A Spotlight: Amber Sundberg

P&A Spotlight: Amber Sundberg

Questions and Answers with Amber Sundberg Where are you originally from? I was born and raised in North Platte, Nebraska. After high school, I attended the University of Nebraska – Lincoln for two years then transferred and graduated from the University of Nebraska –...

2024 retirement & tax updates

2024 retirement & tax updates

Last November, we wrote about the new retirement plan contribution limits for 2024.  In this post, we’ll expand our lens and highlight five additional retirement and tax-related changes taking effect in 2024.   Qualified Charitable Distribution (QCD) – If you’re...

Strategies for Avoiding IRMAA

Strategies for Avoiding IRMAA

Income-related monthly adjustment amount, or IRMAA, applies to Medicare beneficiaries with Part B and/or Part D coverage.  IRMAA is a surcharge that is added to your Part B and Part D premiums for those who have higher incomes.  Traditionally, the IRS looks back two...

January 2024 Market Recap

December 2023 Market Recap

Highlights Inflation measures continue to trend towards the Fed's 2% target Stocks capped off a solid year with robust gains in the month of December Gains were concentrated in Technology, Consumer Discretionary and Communications Bond yields continued to fall as...

Ship Medicare Minute – February 2024

Ship Medicare Minute – January 2024

P&A will be posting articles of interest and Medicare-related documents to our blog.  You can find these on the blog page by selecting from the Categories drop-down menu and choosing ‘Medicare’. Click here for the January edition of the Nebraska SHIP Medicare...

January 2024 Market Recap

November 2023 Market Recap

Highlights Headline inflation continues to move in the right direction. Stocks rebounded in November with widespread gains. Bond yields declined in November as did the probability of future rate increases. With one month left in 2023 stocks and bonds are both in...

P&A Shredding Event: A Success

P&A Shredding Event: A Success

Our first P&A Shredding Event on November 4th was a success! When you’ve been in business for 28 years, you accumulate a lot of old files and documents that you need to dispose of properly. Likewise, we assumed you, our clients, had plenty to dispose of too! Over...

January 2024 Market Recap

October 2023 Market Recap

Highlights The U.S. economy experienced robust growth during the third quarter. The October employment report showed signs of softening in the labor markets. Stocks had their third consecutive monthly loss. Interest rates rose further, with long-term yields eclipsing...

P&A Spotlight: Jaxson Simmerman

P&A Spotlight: Jaxson Simmerman

Questions and Answers with Jaxson Simmerman Where are you originally from? I was born in Norfolk, Nebraska and moved across Nebraska before settling in Seward. I graduated from Seward High School in 2020 before attending the University of Nebraska – Omaha. I now live...

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