What makes a great P&A employee

What makes a great P&A employee

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...
The timing of Social Security

The timing of Social Security

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...
Required IRA Distributions & How We Help

Lead and Service Advisors

We’re pulling back the curtain yet again with the third installment of my blog post series, “Behind the Scenes at P&A”. Previous installments are linked here and here. Today we’re delving into the enhanced service structure our team has adopted, that of Lead and...

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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