Who'slooking atthebig picture?
You may not think you need a fee-based financial planning firm to help ensure your future.
After all, you probably already have relationships with competent accountants, attorneys, investment counselors and insurance agents, each looking after a specific part of your financial picture.
But who's giving you an objective look at the entire picture? Who's helping you weigh today's opportunities and risks with the long-term needs of you and your family?
At PS&E, we have the wisdom gained from years of experience in helping clients of high net worth meet their financial objectives. So even though no two clients are exactly alike, the way we help them is always the same - with dedication, professionalism and integrity. Take the first step in getting where you want to go with PS&E and plan to prosper.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
A collection of tips from professional travelers.
It may help your business be better prepared in the event of the death of a principal or key employee.
How long does a $20 bill last?
When to start? Should I continue to work? How can I maximize my benefit?
Simple steps may help you foil hackers and protect your privacy.
Calculating your potential Social Security benefit is a three-step process.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?