by pfadvisors | Oct 31, 2018 | articles
Fixed and Immediate Annuities The word annuity means a stream of payments. We’re familiar with this concept as it applies to traditional pensions. Unfortunately, there are fewer and fewer people eligible for a traditional pension. For investors planning for...
by pfadvisors | Aug 22, 2018 | articles
Tactically Managed Accounts Imagine you’re in a mall with your spouse and you realize there was something you forgot in the car. You then suggest, “honey, wait right here so I can find you. I’ll be right back.” Your spouse waits where you agreed, but starts to smell...
by pfadvisors | Jun 7, 2018 | articles
Guide: How Do I Convert my IRA & 401K Accounts to Roth? Do you feel you have taken the steps to ensure your financial future, having an IRA and/or a 401(k) account? Do the new tax laws throws a wrench into your plan, making the conversion to a Roth IRA seem...
by pfadvisors | Jun 7, 2018 | articles
Should You Convert Your IRA to a Roth IRA? If you are planning for your future, then you know that having enough money upon retirement is a top agenda item. It can be challenging to determine how much of your money you should put into an IRA vs. a Roth IRA vs....
by pfadvisors | May 7, 2018 | articles
Why Choose an Independent Local Agent When it comes to trusting someone with your hard-earned money, you want to know you’ve chosen a reliable, ethical financial agent who is acting in your best interests. In today’s uncertain economy, you need to feel confident that...
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