We help individuals and families work toward achieving their ideal retirements.

Taking Care of Business

Taking Care of Business 2021 Required Minimum Distributions by Paul C. MacDonald, CLU, ChFC, EA Tax season comes and goes each year on or about April 15th and with it comes the opportunity for income tax planning. It is also an important time of year to make sure everything is in order with your finances, and most importantly – that you’ve abided by any IRS regulations that might impact you. For most of our working lives, we are putting money away into employer-sponsored retirement plans […]

Inflation: The Hidden Tax

Inflation: The Hidden Tax by Carissa Shivers, Financial Advisor, PGI Financial Services Stopping at the grocery store to pick up dinner? Filling up at the pump? Signing a lease on an apartment? Looking for a new car? There’s one thing all these activities have in common today– rising prices. Whether you are in your working years or your work-optional years, a major economic factor that must be planned for is inflation. US Inflation Rate is at 4.05%, compared to 4.93% last month and 8.58% last year.1 […]

Funding College or Funding Retirement?

Funding College or Funding Retirement? by Paul C. MacDonald, CLU, ChFC, EA When it comes to financial planning, one question that often comes up is whether to prioritize funding for a child’s college education or for your (and your spouse’s) retirement.  This is a difficult balancing act, particularly because the need for college funding often comes up late in a person’s career when they tend to be making the most income and have the resources to contribute more to a company-sponsored retirement plan.  Generally, the […]

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