It’s that time of year again – Back-to-School! As a kid, I loved summer, but I always looked forward to shopping for new school supplies. I’d...
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I’d like a second opinion
Recently, I came across a tweet that made me want to shout “YES!” from the top of P&A world headquarters. On August 2, 2022, Carl Richards...
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Complimentary Services
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...
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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...
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Bunching to reduce taxes
“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...
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Charitable contributions deadline looms
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. ...
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