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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What can be learned from the savings rate?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It's important to make sure your retirement strategy anticipates health-care expenses.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
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 chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?