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PS&E, LLC Plan To Prosper
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The First Step is to Step Back.

An Effective Plan Starts with a

Comprehensive Assessment.

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PS&E, LLC Plan To Prosper

481 Penbrooke Dr, Ste 3B Penfield, NY 14526

Phone:

  • Kevin (585) 504-7695
  • Collin (585) 505-8684

Fax:

  • (585) 505-8663

E-mail:

  • kevin.stepanoff@psande.org
  • collin.oshea@psande.org

Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

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The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?

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Transcript

Newsletters

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • HOT TOPIC: What’s in the New Tax Legislation?

    This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

More Newsletters »

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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