Monthly Themes
SECURE Act 2.0 : An Overview
This overview discusses what new provisions were passed by Congress at the end of 2022 that could impact your retirement. Please click on the link below for an article that new distribution and accumulation rules as well as revised Roth rules.
Year-End Charitable Giving and You
Click on the link below for an article that points out some things to consider if you are making charitable donations at the end of this year.
Charitable Giving - Smart from the Heart
Click on the link below for a video that focuses on 3 things to think about that will help you give smart from the heart!
What is Long Term Care??
Have you ever wondered exactly what Long Term Care is? It is often confused with Nursing Homes. Check out our most recent blog, where our own David Slupe goes into detail about Long Term Care.
Getting Back to Basics
Read Steve's blog this month that is all about the basics! Steve points out some basic items that could use a fresh look this time of year. Areas such as cash flow, risk tolerance, estate documents and addressing your current expenses are all touched upon!
Calculating Your Current Cash Flow
Click on the link below for a calculator that you determine your current cash flow.
Building a Solid Foundation
Click on the link below for an article that points out some areas that help you to build a strong financial foundation.
Beneficiary Update
Read Steve's most recent blog where he talks about the difference between a beneficiary and a transfer on death. He also goes into why it's always good to make sure your beneficiaries are up to date!!
Estate Management checklist
Click on the link below for an article that suggests some areas to look into when looking into your estate.
Caring for your Aging Parents
Click on the link below for an article that points out some areas to consider when you have aging parents to think about.
Your First Roth IRA
Read Steve's most recent blog where he goes into some detail about opening up your first Roth IRA.
Pay Yourself First
Click on the link below for an article that talks about the benefits of paying yourself first.
Building a Solid Financial Foundation
Click on the link below for an article that talks about the benefits of paying yourself first.
Pros and Cons of Debit Cards vs. Credit Cards
Read Steve's blog where he talks about the pros and cons of credit cards and debit cards to help you understand the difference between the 2.
Paying off a Credit Card
Click on the link below for a calculator that you can utilize that may help you determine how to pay off a credit card.
Spotting Credit Trouble
Click on the link below for an article that points out things to look for that might indicate you have credit trouble.
Where is my Money Going?
Read Steve's blog where he discusses cash flow on a monthly basis and includes an excel spreadsheet that could help you to better understand your income and expenses.
Your Emergency Fund
Ever wonder how much is enough in your emergency fund? Click on the link below for an article that discusses this!
Planning Tools used in Pegasus Office
Read Steve's blog where he discusses the 3 major tools that are used here at Pegasus to help plan for your future.