WEBINAR – Financial Fitness 2025: Key Information and Strategies to Help You Navigate the Year Ahead

Finances play a significant role in our lives, affecting stress levels, relationships, and overall well-being. Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. Join us for an overview of key financial data that may impact your finances in the year ahead […]
8-Step Year-End Checklist

HARVESTING LOSSES Even in the best of times, not every investment may perform as expected. Tax-loss harvesting refers to selling a security in a taxable brokerage account that is worth less than its purchase price. The loss can be used to offset a gain in a taxable account or reduce your income by up to […]
Just Married? Financial Chores to Complete when You Tie the Knot

Wedding season may peak in late summer and early fall, according to wedding website TheKnot.com, but new marriages take place all year round. Whether you’re planning a wedding celebration now or later, it’s important to remember the administrative tasks to address when you say, “I do.” Many of these tasks relate to name changes. Some […]
8 Steps Toward Enhanced Financial Security

During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of course, there are no absolute guarantees of protection, but shoring up your defenses and laying the groundwork for a comprehensive wealth-management plan can help. Here are eight steps you can take now to help strengthen your […]
Smart Tax Planning Pays Off

If you’re financially successful or expect to become so, taxes are or will become one of your biggest expenses — and most people want to minimize their tax obligations. Roughly two-thirds of Americans say that they pay too much in federal income taxes, according to a poll earlier this year from the University of Chicago […]
Webinar: 2023 Year End Planning & Tax Update

On October 30, 2023, we hosted an informational webinar on the latest tax issues, year-end planning opportunities, an overview of recent legislation, and details on how the SECURE Act 2.0 will change retirement. Click below to watch the full recording.
Webinar: Medicare 101 – Your Questions Answered

On September 27, 2023, we hosted an informational webinar about Medicare. Watch this video hear insights on topics such as: What Medicare is, who is eligible for it, and how you get it. The two ways to have Medicare – and how to choose. What Medicare costs, and how to mitigate those costs through private […]
Webinar: MEDICARE 101 – Your Questions Answered

PKS Investment Advisors LLC Announces New Partner

PKS Investment Advisors LLC, is pleased to announce that Gigi G. LeKites, CFP®, CRPC®, has been admitted as a partner with the firm. Her admission is a direct result of her continued commitment to client service, business acumen and technical proficiency. Dan O’Connell, managing partner of PKS, is proud to have Gigi join the partner […]
Webinar: Market Concerns Today – Your Questions Answered
On July 14, 2021, we hosted a live town-hall webinar offering a look ahead on various investment topics, as well as answers on top-of-mind investor issues. Watch this video hear unique insights on topics such as: is it the right time to invest at market all-time highs? government stimulus spending, inflation and national debt; Bitcoin […]