RMD confusion?

RMD confusion?

With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information–and some confusion–about Required Minimum Distributions (RMDs).  This post will help clear the air. The age at which individuals must...
How to protect retirement savings

How to protect retirement savings

In late 1994, the tools became available to create a firm like Pittenger & Anderson.  The internet was coming of age, fees were dropping, and Charles Schwab decided to support Registered Investment Advisor firms in order to get the RIA clients’ business.  The...
How we “ask” for referrals

How we “ask” for referrals

Fresh on the heels of graduating from college in 2001, I came to my dad (with a job offer to P&A in mind) and said, “All right Dad, what is next?”  He said, without hesitation, “Go find a job…”  The silence was deafening… The tech bubble had just burst, so...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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