Creating a Budget
Creating a budget may seem like a complicated and unnecessary burden for most people, but a budget can be a valuable tool for managing your money. Instead of thinking about […]
Is Your Estate Plan Aging as Gracefully as You Are?
A lot can change over a lifetime — including with your wealth, family composition and priorities. That’s why you need to revise your estate plan as you progress through life. […]
Dispelling Myths About 529 Plans
Myth 1: You have to contribute to a 529 in your home state. That statement is false with regard to 529 college-savings plans, in which money is invested in a portfolio […]
Buy Insurance You Need, Not What You’re Sold
Take control of your insurance. Assess your needs, review your options, and make an informed decision. Here are some thoughts on that process.
LeKites Earns CFP® Certification
PKS Investment Advisors LLC is pleased to announce that Gigi G. LeKites, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL […]
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 […]
