Now What? Financial Planning Tips for New Retirees
Now What? Financial Planning Tips for New Retirees Are you just starting or nearing retirement? It’s time to fine-tune your retirement strategies to ensure you’re retirement ready. This workshop offers an in-depth look at the financial planning topics all new (or aspiring) retirees need to consider including budgeting, investment management, healthcare costs, social security, common […]
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 […]
Webinar – Feel More Secure About Social Security
Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Have you ever wondered when you should apply for Social Security? Maybe you’re wondering how you can maximize your benefits? Or whether or […]
YOUR Money – What to Watch for in 2024
If you’re in, or nearing retirement, you may be wondering how the 2024 presidential election may impact your portfolio – and your retirement plans. Perhaps you’re wondering if you should wait to claim Social Security and work a little longer? You’re not alone. It’s natural for investors to look for a connection between who wins […]
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 […]
