Buying a home can be stressful! I can remember many years ago how nervous I was purchasing my first house. Trying to accept the realization that I was about to borrow over $ 300,000 was quite the pill to swallow. The amount of anxiety increased as I lay at night wondering if I would qualify […]
Author Archive | PPS Advisors Inc.
Kate Corso-Passaretti and Larry Passaretti of Setauket met at a college night class. Kate recalls their fun-filled courtship… Read more.
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 […]
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 […]
It is difficult to create an effective investment plan without first targeting a specific dollar amount and recognizing how much time you have to pursue that goal. Only 14% of American workers say they are “very confident” they will have enough money to live comfortably throughout retirement. 1 To help reduce such uncertainty from […]
Having your retirement portfolio in one place can make it easier to track performance, ensure proper asset allocation, and make changes. How many retirement accounts do you have? If you’ve changed jobs a few times over the years, you could have several accounts housed in different employers’ plans. While it is certainly acceptable to leave […]
About PPS Advisors
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
Have a Financial Question?
- Buying a home can be Stressful! March 11, 2014
- Two Valuable Tools for Young Professionals August 3, 2012
- Strategies for Managing Volatility July 27, 2012