Our team continues to grow, and with this growth comes the capacity to help more people on their financial journey. We don’t toot our horn...
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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...
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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...
READ MOREBunching to reduce taxes
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...
READ MORECharitable contributions deadline looms
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. ...
READ MOREUsing your RMD for charitable giving
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...
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