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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here are 4 great, and sometimes unexpected, places to raise a family.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How long does a $20 bill last?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What does your home really cost?
Smart investors take the time to separate emotion from fact.
What is your plan for health care during retirement?