In a blog post earlier this summer, we wrote about some of the qualities that we look for when hiring the next great P&A employee. We are...
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SHIP Medicare Minute – August 2021
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...
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Facing large RMDs from your IRA?
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
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Required IRA Distributions & How We Help
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...
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2021 – 2nd Quarter Letter – Time is on my side
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...
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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...
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