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With PKS you have more than an advisor, you have an entire firm of financial professionals. Contact us today to let us know how we can assist you.

Chart illustrating historical market performance during periods of geopolitical conflict

Geopolitical Conflict and Markets: A Historical Perspective

Focus Partners Advisor Solutions – March 2, 2026 Recent geopolitical developments, including renewed conflict in the Middle East, have understandably...

March Madness tax planning strategies to reduce MAGI and save money before the April 15 tax deadline

March Madness—Smart Tax Moves That Save You Money

The April 15th tax deadline is just around the corner. For some, you’ll file and be done with the madness sometime...

Spousal IRAs: Retirement Savings Rules

Spousal IRAs Explained: Retirement Savings Rules for 2026 Not all married couples earn dual incomes. During the course of a...

Estate planning checklist reviewing account beneficiaries

When Is the Last Time You Reviewed Your Account Beneficiaries?

In today’s fast‑paced world, it’s easy to lose track of important financial details, including when you last reviewed your account...

Charitable giving in retirement using Qualified Charitable Distributions from an IRA

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving Gigi G. LeKites, CFP®, CRPC® Qualified Charitable Distributions (QCDs) can...

Are You Ready for the New Roth Catch-Up Contribution Rules?

Catch-up contributions have long been a way for taxpayers to put more dollars into their retirement accounts as they get...

FAFSA 2026-2027 Update: What Students and Families Need to Know

The Free Application for Federal Student Aid (FAFSA) form for the 2026-2027 school year is now available. The FAFSA was...

2025 Year-End Planning & Tax Update Webinar Recording

2025 Year-End Update Webinar Recording Ready to make confident, year‑end tax decisions? Our on‑demand webinar explains what the newly enacted...

November Ekes Out a Gain

While the tech-heavy Nasdaq Composite slipped last month, both the Dow Jones Industrial Average and the S&P 500 shook off...

Phantom Income Tax Implications

Imagine receiving a tax bill for income that never made its way into your bank account. It sounds like a...

Your Financial Snapshot: Why a Personal Financial Inventory Matters

Thinking about the future of your finances may not be an appealing use of your time. But chances are it...

PKS
Insights

Geopolitical Conflict and Markets: A Historical Perspective

March Madness—Smart Tax Moves That Save You Money

Spousal IRAs: Retirement Savings Rules

When Is the Last Time You Reviewed Your Account Beneficiaries?

Qualified Charitable Distributions: A Smart Tax Strategy for Retirement Giving

Are You Ready for the New Roth Catch-Up Contribution Rules?

FAFSA 2026-2027 Update: What Students and Families Need to Know

2025 Year-End Planning & Tax Update Webinar Recording

November Ekes Out a Gain

Phantom Income Tax Implications

Your Financial Snapshot: Why a Personal Financial Inventory Matters

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PKSInsights

PKS
Insights