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The Power of a Plan; Women & Wealth Workshop

  PPS Advisors Presents; A Special Workshop on  The Power of a Plan: Women & Wealth Know Your Finances Set Clear Financial Goals Capitalize on tax-advantaged retirement planning vehicles Establish an investment plan     Speaker: Colette Frey-Bitzas Certified Financial Planner,™MBA When: Thursday, May 15th Presentation: 6:00 to 8:00 pm Where: Setauket Neighborhood House 95 […]

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of students graduate from college. So, how do they do it? Many families finance a college […]

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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 […]

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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 […]

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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. […]

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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 […]

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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 […]

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