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 […]
A Closer Look at Durable Power of Attorney
As the COVID-19 pandemic taught many Americans, serious illness may strike at any time and any age. Of course, in ordinary times, older Americans are at risk of becoming physically or mentally incapacitated. So if you haven’t thought about who’ll handle your personal and financial affairs in the event you can’t, given it serious consideration […]
Estate Management Checklist
Effective Estate Planning requires attention to a number of important details. The following checklist will get you started developing an estate management plan. Consult with your professional adviser after reviewing the following questions. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will […]
When Should You Take Social Security Benefits?
If you’re nearing retirement, you’ve likely paid into the Social Security system your entire career. It’s only fitting that you finally cash in on the Social Security benefits that are rightfully yours. But when should you start receiving benefits — at the first available date, at the latest date or somewhere between those dates? The […]
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 it as just another thing to do, think about how a carefully constructed budget can help you reduce expenses and optimize the way you spend. […]
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. Milestones such as becoming a parent and retiring can require everything from estate plan edits to estate plan overhauls. Here are some of the issues […]
