PS&E, LLC Plan To Prosper

An Effective Plan Starts with a

Comprehensive Assessment.

481 Penbrooke Dr, Ste 3B Penfield, NY 14526

Phone:

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.