by Trey Pittenger | Sep 11, 2020 | P&A Articles
One of the standards to which P&A has always held ourselves is delivering a high degree of transparency to you, our client: transparency with fees, with conflicts of interest, and with how we are managing your hard-earned investments dollars. We believe... 
by Jon Sevenker | Aug 31, 2020 | P&A Articles, Retirement
Retirement planning is a big concept with many moving parts, from identifying retirement income sources to calculating a safe withdrawal rate to reducing taxes. Newly retired clients often want to know how to create a retirement paycheck, maximize their Social... 
by Diane Klein | Aug 25, 2020 | 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 Jon Sevenker | Aug 18, 2020 | P&A Articles, Shared Articles
Here are three articles that caught our eye in the last week. Two retirement-related, and one that’s industry-specific. 21% of Americans now say they’ll retire later than planned Charles Schwab is out with a new survey of 401(k) participants. According to the... 
by Jon Sevenker | Aug 11, 2020 | Financial Planning, Investing, P&A Articles
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your risk profile? While these are essential aspects of the job, they tend to represent your baseline expectations when entering an... 
by Diane Klein | Jul 29, 2020 | 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... 
