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 […]
Kate Corso-Passaretti and Larry Passaretti of Setauket met at a college night class. Kate recalls their fun-filled courtship… Read more.
The U.S. Supreme Court has held as unconstitutional Section 3 of the Defense of Marriage Act (DOMA), which defines marriage for all federal law purposes as only a legal union between a man and a woman. Practically speaking, federal law must recognize valid marriages of couples in states legalizing same-sex marriages. This decision will revolutionize federal tax and benefit […]
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 […]
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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