PPS Advisors Certified Financial Planner® Colette Frey-Bitzas concludes her interview with estate planning attorney, Linda M. Toga about the importance and misconceptions of Estate Planning in Part 2 of this informative two-part video series.
PPS Advisors Certified Financial Planner®, Colette Frey-Bitzas interviews estate planning attorney, Linda M. Toga about the importance and misconceptions of Estate Planning in Part One of a two-part video series.
Reinvesting your dividends can help to grow your account balance over time. Entering your 50s and behind in your retirement planning goals? Don’t fret. You’ve still got time to get your financial plan back on track. There are many steps that older investors can take to better prepare themselves financially for retirement. Here are six [...]
Will You Outlive Your Assets? The first step in tackling longevity risk is to figure out how much you can realistically afford to withdraw each year from your personal savings and investments Many Americans do not realize that one of the greatest risks to their financial security in retirement may be outliving their money. According [...]
Paying off debt is easier once you stop using your credit cards. The recession — and subsequent slow recovery — has caused millions of Americans to focus even more closely on living within their means. If you are ready to face up to your own financial realities, one crucial step is to set out [...]
Like buying a house or car with the help of a loan, investing on margin simply means purchasing securities with borrowed funds. A margin account can be a valuable tool for investors seeking flexibility in managing their portfolios. Margin accounts offer convenience,sophistication, and an integrated approach that allows you to fully capitalize on market opportunities. [...]
Expecting a bundle of joy and wondering if you will be able to afford sending him or her off to college? Fortunately, you have a number of tax-advantaged federal and state college savings vehicles at your disposal, including the 529 plan, which comes in two varieties: the prepaid tuition plan and the savings plan. The [...]
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
