Our mission is to be the trusted financial advisor for all aspects of our clients' financial lives. In so doing, we take the time to develop a complete understanding of each client's financial goals and aspirations, their individual circumstances, and their investment objectives and concerns.
With that information, we help our clients make informed investment decisions and keep them focused on their intended path to a secure financial future. We continue to work closely with our clients using an ongoing consultative process to help guide them through life's challenges, and remain on the right track for financial success.
At PKS, our constant objective is to help you meet your long-term financial goals.
For 2022, the amount you can sock away into your 401(k), 403(b) and most 457 plans will rise another $1,000 to $20,500. If you're at least 50 years of age, you can put away up to $27,000 thanks to catch-up contributions.[...]
By: Gigi G. LeKites, CFP®, CRPC®
Inflation is up, the market is down and now there’s talk about a recession! Just the idea of a recession makes the calmest person sweat. And what if a recession is coming? Is [...]
With autumn coming up, it's time to think about "harvesting" capital gains or losses from sales of securities. In addition, unfavorable tax law changes proposed in President Biden's American Families Plan (AFP) may [...]