Market Commentary Q4 2023
January 16, 2024
Do I REALLY Need to Make Estimated Tax Payments?
January 5, 2024
Most taxpayers don’t need to even consider this question. If you’re paid by an employer and they withhold your taxes during the year, it’s unlikely you’ll need to add the complexity of estimated payments. This assumes you’ve completed your W-4 form correctly (if you routinely owe taxes or get large refunds, you may want to […]
Three Big Finance Headlines for 2023
January 2, 2024
While 2022 may go down as one of the toughest market years we have worked through in recent memory, 2023 gave investors some notable news to chew on. In a year that’s seen its fair share of financial gyrations and geopolitical headlines, I’ve narrowed down to three areas some themes that certainly grabbed attention in […]
Happy Holidays 2024!
December 23, 2023
Listen along as members of Team PFA weigh in on a few of their favorite things, holiday style! We hope you have a wonderful holiday filled with all of your favorite things!
If the economy is so great, why is everyone so glum?
December 14, 2023
Last Friday’s jobs report brought more positive economic news in a year when the economy has arguably performed consistently better than many (including myself) would have expected. 199,000 new jobs were created (some of which can be attributed to striking auto workers returning to the workforce). Labor force participation increased, meaning there are fewer people […]
Is it Better to Rent or Buy your House?
December 14, 2023
The American dream involves, among other things, the opportunity of owning your own home. Indeed, the family house is, on average, the largest asset for the typical American family. So much wealth accumulation comes from homeownership, it is often taken as orthodoxy that we should never consider renting… Purchase the house and become an adult! […]
Simplifying Estate Planning Through Transfer-On-Death Deeds: YOUR HOUSE
December 6, 2023
Most folks believe estate planning to be one of the more complicated areas in their financial planning. The truth is, however, while some have more complex estate planning needs, for many, there are easy ways of ensuring that assets pass along to heirs in a way that’s not complicated at all! “Wicked Simple” estate planning […]
2023 Year-End & 2024 New Year Reminders
December 4, 2023
Watch or read below for important end-of-year and new year tips in this edition of PFA Advisor Huddle. We covered a range of topics — from pointers on employee benefits and portfolios, to tax-saving opportunities and retirement savings suggestions. Each advisor also previewed their favorite holiday recipe featured on our blog here. Enjoy! Flexible Spending […]
Our Favorite Holiday Recipes – 2023 Edition
November 29, 2023
Seasons Greetings! Last year, Team PFA shared food and drink recipes we enjoy with family and friends during the holidays. We had so much fun with this that we decided to do it again in 2023. Even if you don’t try your hand at these recipes, we think you’ll appreciate the stories accompanying the recipes! […]
