Archive | Investment Strategies RSS feed for this section

A Special Workshop on Social Security

PPS Advisors Presents; A Special Workshop on Social Security When and how to start receiving Social Security benefits. How Social Security benefits work for you and your spouse. Opportunities to increase your benefits throughout retirement. Refreshments will be served Speaker: Colette Frey-Bitzas Certified Financial Planner,™MBA When: Wednesday, April 9th Presentation: 6:00 to 8:00 Where: PPS […]

Continue Reading Comments { 0 }

So why do you need Life Insurance?

Life is great. You’re a young couple working and have good careers, just bought your first house and are expecting your first child. Wow all is good. Young, healthy, making a good salary and careers are moving along nicely. So why do you need life insurance? You just told me exacting why you need life […]

Continue Reading Comments { 0 }

Investing on the Margins? What to Know Before You Do

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. […]

Continue Reading Comments { 0 }
how to save for college

Saving for College: Understanding 529 Plans

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 […]

Continue Reading Comments { 0 }
strategy

Five Common Retirement Planning Mistakes

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 […]

Continue Reading Comments { 0 }
rollover

Stay or Roll Over? What to Do With Your Old Retirement Accounts

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 […]

Continue Reading Comments { 0 }

How Much of a Mortgage is Affordable?

  Remember that additional household expenses such as taxes and utilities are likely to increase over time.  With initial foreclosure filings exceeding 200,000 in May 2012, it may be worthwhile to review guidelines for affordable mortgage payments.1 Listed below, these criteria apply to prime mortgages provided by private lenders, so special situations, such as obtaining […]

Continue Reading Comments { 0 }