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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Read this overview to learn how financial advisors are compensated.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One of the most common questions people ask about Social Security is when they should start taking benefits.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
Learn how to harness the power of compound interest for your investments.
Do you know these three personal finance sayings?
What does your home really cost?