If you’re not familiar with the term ‘FinTech’, you probably will be at some point soon. Financial technology (that’s what FinTech means) has progressed massively since the year 2000, and will likely continue to grow exponentially in capability and scope. Online banking, digital transactions, robo-advisors and cryptocurrencies are all significant…
Even if the Dow Jones Industrial Average is what people refer to when they talk about ‘the market’. The Standard and Poors 500 index has long been the ‘go-to’ measurement of the US stock market. More frequently on the ‘serious’ finance media, ‘the market’ that is referred to is the…
“Fun is like life insurance: The older you get, the more it costs”. Life insurance is contrastingly both easily understood and the object of much misunderstanding. The basic premise is simple: If you die and have a life insurance policy, the insurance company will give money to your survivors. Used…
Executive Summary This week’s episode gets into the holiday spirit as advisors Abrin Berkemeyer CFP® and Tyler Hafford dive into the common questions they get from relatives at the Thanksgiving table, as well as the financial planning tools they are most thankful for. Tune in and see the Things your…
Executive Summary Listen to this week’s podcast episode to learn the ABCs of tax planning! Advisors Abrin Berkemeyer CFP® and Tyler Hafford explain the impact of the CARES Act on taxes this year, as well as some tax planning basics. We encourage you to reach out to your financial advisor…
In Episode 4, All Things Social Security, Abrin and Tyler call upon the wisest among us, Jim Bradley, to shed some light on Social Security, how it is calculated, and Social Security income strategies. You can watch the episode on our YouTube Channel or listen to it on any of…
In light of the COVID pandemic, the CARES act has created new planning opportunities, including the ability to deduct up to 100 percent of your income for charitable contributions. This important incentive comes at a crucial time when the need is great. Planning your charitable giving, however, should be done in a way…
There are a lot of different ways to set up lifetime income from your TIAA contracts. Most of the decisions you need to make revolve around whether you want to provide income for your life, or for the lives (or shorter-term needs) of other loved ones. Choosing among these options…
Episode 3 is ready for viewing! We decided to record video as well as audio this go-around. You can watch advisors Abrin CFP® & Tyler discuss the planning process and how we create “living” plans… meaning it is not a set it and forget it process, but one that adjusts…
This week’s episode, Teamwork is the PFA Way, takes a look into our team approach. Learn more about the power of the team approach and what each member brings to the table by clicking the link below! To subscribe, find us on Apple Podcast, Google Podcasts, Spotify, PocketCasts, AnchorFM.
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