by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement
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,...
by Hannah Lockard | Jul 27, 2021 | P&A Articles
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...
by Jim Pittenger | Jul 22, 2021 | P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it here. Topics include defining time and patience in relation to the stock market, our decision-making “tree” at P&A, and a review of the Pareto...
by Blake Anderson | Jul 19, 2021 | P&A Articles
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...
by Diane Klein | Jul 2, 2021 | Medicare Minute, P&A Articles
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...
by Diane Klein | Jun 24, 2021 | P&A Articles
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...
