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December 4, 2023
2023 Year-End & 2024 New Year Reminders
November 29, 2023
Our Favorite Holiday Recipes – 2023 Edition
November 15, 2023
Market Commentary | Q2 2023 Halftime Report
November 2, 2023
Social Security Mulligans: Can you get a ‘Do-Over’?
October 12, 2023
Market Commentary Q3 2023
October 2, 2023
Long-Term Care in Your Financial Plan
September 29, 2023
Why Work With A Mortgage Advisor?
August 24, 2023
FAQs | TD Ameritrade to Schwab
Why is this happening!? In November 2019, Charles Schwab acquired TD Ameritrade, an acquisition that brought together two industry-leading custodians. Since 2019, the two custodians have worked to tactfully integrate their two companies and platforms, so you will benefit from technological advancements and exceptional customer service from a dedicated service team. Team PFA has conducted […]
