Insights

November 15, 2023

Market Commentary | Q2 2023 Halftime Report

Distribution
November 2, 2023

Social Security Mulligans: Can you get a ‘Do-Over’?

October 12, 2023

Market Commentary Q3 2023

Impact of Long-Term Care on Your Financial Plan
October 2, 2023

Long-Term Care in Your Financial Plan

Advantages of Working With a Mortgage Broker
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 […]

July 24, 2023

Market Commentary Q2 2023

July 13, 2023

Attention student loan borrowers: Payment forgiveness is ending!

June 14, 2023

Happy Birthday, PFA!