Broker Check

Monthly Themes

September 2022 Theme : Estate check-up

Beneficiary Update

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

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

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.

August 2022 Theme : Starting off Financially

Your First Roth IRA

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

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

Building a Solid Financial Foundation

Click on the link below for an article that talks about the benefits of paying yourself first.

July 2022 Theme : Credit Cards and Debit Cards

Pros and Cons of Debit Cards vs. Credit Cards

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.  

Spotting Credit Trouble

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.

Paying off a Credit Card

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.

June 2022 Theme : Cash Flow

Where is my Money Going?

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

Your Emergency Fund

Ever wonder how much is enough in your emergency fund?  Click on the link below for an article that discusses this!

May 2022 Theme : Financial Tools

Planning Tools used in Pegasus Office

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.  

April 2022 Theme : Family Dynamics

Beneficiaries and Estate Documents

Beneficiaries and Estate Documents

Check out Steve's blog that discusses some important things to look into now that tax season is wrapping up.

Critical Estate Documents

Critical Estate Documents

Check out this chart that details important facts about Estate Documents.

Funeral Wishes

Funeral Wishes

Click below to read an article that talks about how to let others know of your funeral wishes.