My husband and I had planned a European river cruise to celebrate our 20th wedding anniversary back in 2020. We all know what happened, lots of...
READ MOREShip Medicare Minute – February 2023
by Diane Klein | Feb 1, 2023 | Medicare, P&A Articles, Retirement
P&A will be posting articles of interest and Medicare-related documents to our blog. You can find these on the blog page by selecting from...
READ MOREUsing your IRA for charitable donations
by Elizabeth Sydzyik | Jan 25, 2023 | Charitable Giving, Financial Planning, P&A Articles
If you’re charitably-inclined, have an IRA account, and are over the age of 70 ½–or soon will be, you’ll want to know about Qualified...
READ MOREWhen to expect your Schwab 1099 tax form
by Jon Sevenker | Jan 19, 2023 | P&A Articles
Now that 2022 is in the books, the focus turns to gathering the information needed to file your income taxes. You might be wondering when you...
READ MORE2022 – 4th Quarter Letter – How Pitch Trumps Google
by Jim Pittenger | Jan 11, 2023 | Investment Management, P&A Articles, Quarterly Letters
The latest P&A quarterly letter to clients is available in PDF form. You can download it...
READ MOREDecember Market Recap
by Dan Frost | Jan 9, 2023 | Investment Management, Market Commentary, P&A Articles
Stocks finished 2022 much like they began the year. The S&P 500 fell 5.76% for the month of December to cap off a tumultuous year as the...
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