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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The market is as unpredictable as the weather. We’d love to help you prepare.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
For homeowners who think their property taxes are too high, there are ways to appeal.
When considering life insurance, it's important to understand your options.
How long does a $20 bill last?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know these three personal finance sayings?
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
Women must be ready to spend, on average, more years in retirement than men.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.