by Hannah Lockard | Aug 30, 2021 | Complimentary Services, P&A Articles
It’s time once again to go backstage at P&A! In addition to managing investment accounts and developing financial plans, we also offer an array of complimentary services to our clients. We actually reviewed one of these services in last month’s Behind the Scenes... 
by Jon Sevenker | Apr 22, 2021 | Complimentary Services, P&A Articles
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,... 
by Trey Pittenger | Oct 20, 2020 | Complimentary Services, P&A Articles
“Bunching” is a strategy utilized to maximize a taxpayer’s itemized deduction, and with the passing of the Tax Cuts and Jobs Act in December 2017, this strategy is even more useful. Find out if you are among the certain taxpayers who stand to gain even greater tax... 
by Jon Sevenker | Nov 14, 2018 | Complimentary Services, P&A Articles
As we approach the end of 2018, those of you who have a Fidelity donor-advised fund (DAF) need to be aware of several tax-related deadlines. However, before we jump into these deadlines, let’s define two terms tied to DAFs that can be confusing: contributions and... 
by Jon Sevenker | Sep 14, 2017 | Complimentary Services, P&A Articles, Retirement
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that if you’re over the age of 70.5 and are the owner of a traditional IRA you can use your required minimum distribution (RMD) to... 
by Trey Pittenger | Jan 18, 2017 | Complimentary Services, P&A Articles, Retirement
Giving generously and unconditionally can break the power that money has on you. This is a very powerful money lesson and hopefully, you have found a giving rhythm in your financial life. For years, we have helped our clients not only to feel empowered and to give... 
