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

Inflation: The Hidden Tax

Inflation: The Hidden Tax by Carissa Elrick, 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. The annual inflation rate as of the end of March of this year was […]

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 […]

Taking Care of Business

Taking Care of Business 2021 Required Minimum Distributions by Paul C. MacDonald, CLU, ChFC, EA The holiday season is right around the corner, meaning top of mind are things such as upcoming family gatherings, big trips to the grocery store, gingerbread houses, decorations, long-held family traditions, and so much more. However, it is also an important time of year to make sure everything is in order with your finances, and most importantly – you’ve abided by any IRS regulations that might impact you.  For most […]

Your Portfolio: Risk vs. Protection

Your Portfolio: Risk vs. Protection by Carissa Elrick, Financial Advisor, PGI Financial Services During meetings with your financial advisor, portfolio risk is often discussed more reactively than proactively – reactively usually being when there is a very volatile stock market. Enter 2022.When thinking about investing, are you more focused on potential gains or potential losses? Which is more important? Depending on what stage of life you’re in, it might be one or the other. However, there’s an important place for both in your portfolio at […]

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