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  • Gigi G. LeKites Earns CRPC® Designation

    PKS Investment Advisors, LLC is pleased to announce that Gigi G. LeKites has earned the Chartered Retirement Planning Counselor (CRPC®) designation.  In order to become a CRPC®, Gigi has met a stringent set of criteria and passed a rigorous exam administered by the College for Financial Planning.     Individuals who hold the CRPC® designation have completed a course of study encompassing ...

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    Make the Most of Your 401(k)

    Your 401(k) plan may be your key to a comfortable retirement. This article explains the fundamental features of 401(k) plans and their benefits. A 401(k) plan provides a convenient vehicle for saving for retirement, allowing you to contribute up to $18,000 in 2015 and additional amounts if you're aged 50 or older. There are two types of 401(k) plans: traditional and Roth-style plans. Traditional ...

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    Health-Care Reform: Credits and Subsidies

    Included in the Affordable Care Act (ACA) is the creation of a Health Insurance Exchange or Marketplace through which individuals and families can compare health insurance policies and purchase coverage. The ACA also provides premium tax credits and cost-sharing subsidies to help reduce the cost of premiums and out-of-pocket expenses for health coverage. Tax credits available through Health ...

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    Social Security Claiming Strategies for Married Couples

    Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you'll receive. If you're married, this decision can be especially complicated because you and your spouse will need to plan together, taking into account the Social Security benefits you may each be entitled ...

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