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 […]
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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 […]
Universal life policies are highly flexible in regard to premiums and face value. Do you need life insurance? If there are individuals who depend on you for support — financial or otherwise — you probably do. But what kind and how much? Below are some definitions that can help you familiarize yourself with insurance products. […]
Do you fully understand the logistics of Social Security? If not, no need to worry, this 4 part blog series is geared to inform you on Social Security and the options that may be available to you or one of your family members. What is Social Security? This system of social insurance benefits available to […]
Written by Kara Passaretti After acquiring my first job as a teacher, I knew that I needed to start seriously thinking about my finances. I had previously established credit and consciously saved throughout college, but now I was encountering a new stage in my life. I needed to reevaluate my financial plan and put money […]
An employer-sponsored retirement plan and an IRA can help to build retirement savings. When planning for retirement, certain external factors, such as stock market returns or the rate of inflation, are beyond the control of investors. But there are issues that preretirees can control that may be helpful in building retirement assets. According to academics […]
About PPS Advisors
The PPS Advisors Team is led by Larry Passaretti, Managing Director. Larry has over 25 years of financial investment planning experience.
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