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Check out Steve's latest blog where he talks about the financial planning tools that Pegaus is currently using to help our clients plan for the future!
As summer is finally here, check out Steve's blog that talks about the benefit of a Roth IRA for your child as they hopefully start summer employment!
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.
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.
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!
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.
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!
Click on the link below for a calculator that you determine your current cash flow.
Click on the link below for an article that points out some areas that help you to build a strong financial foundation.
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!!
Click on the link below for an article that suggests some areas to look into when looking into your estate.
Click on the link below for an article that points out some areas to consider when you have aging parents to think about.
Read Steve's most recent blog where he goes into some detail about opening up your first Roth IRA.
Click on the link below for an article that talks about the benefits of paying yourself first.
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.
Click on the link below for a calculator that you can utilize that may help you determine how to pay off a credit card.
Click on the link below for an article that points out things to look for that might indicate you have credit trouble.
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.
Ever wonder how much is enough in your emergency fund? Click on the link below for an article that discusses this!
Read Steve's blog where he discusses the 3 major tools that are used here at Pegasus to help plan for your future.