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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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...
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RMD confusion?
With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information–and some...
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Five ways we’ve recently helped our clients
In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial...
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Seven ways we have helped our clients
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more...
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