At PPS every relationship starts with an understanding of the client’s dream.
Whether you’re thinking about your retirement, educating your children or grandchildren, accumulating wealth or preserving wealth, we are here to help you and your family to achieve these goals and accomplish your dreams. Those dreams start with a Blue Print and a Foundation.
We'll help you design a blue print for your future. Contact Us!
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How to help determine life insurance needs to provide for your family after you pass away.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Good employee health can be great for the company’s bottom line.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
Here are five facts about Social Security that might surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?