The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
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Insurance & Annuity Reviews
At P&A, we like to stay in our own lane. You won’t find us preparing taxes or doing estate planning. We don’t offer loans or sell...
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What you need to know about annuities
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold...
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Confessions of an Investment Advisor
I have a confession to make. A couple of months ago, I did something I’m not very proud of. In a moment of (youthful?) indiscretion, I told...
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