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.
Planning for a College Education
We'll help you design a blue print for your future. Contact Us!
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
How Income Taxes Work
A quick look at how federal income taxes work.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Being healthy not only makes you feel good, it may also help you financially.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here's a breakdown of how the federal government spends your tax money.
There’s a link between debt and stress.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, infiltrating the world of bonds.
There’s an alarming difference between perception and reality for current and future retirees.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What does your home really cost?
There are things you can do to keep yourself safe when you lose your wallet.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?