Colton J. Hastings, CFP® Promoted to Senior Investment Advisor
Since joining PKS in 2018, Colton has demonstrated a genuine commitment to helping clients pursue their financial goals with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER® professional, he works […]
Beneficiary Designations: A Simple Step That Can Protect Your Estate Plan
You may think of a will or living trust as the primary place to dictate who’ll receive your assets after your death. But for many people, a large portion of […]
Kyle M. Banks Earns CFP® Certification
Kyle M. Banks Earns CERTIFIED FINANCIAL PLANNER™ Certification PKS Investment Advisors LLC is pleased to announce that Kyle M. Banks, has been authorized by the Certified Financial Planner Board of […]
Leaving Your Job? How to Handle Company Stock in Your 401(k)
401(k) Company Stock Rules: What to Know Before You Roll Over Conventional wisdom dictates that, when leaving a job, you should generally roll over the balance of your employer-sponsored qualified […]
Retired or Retiring Soon? How to Appeal Higher Medicare Premiums (IRMAA)
Retired (or Soon Will Be)? How to Appeal Higher Medicare Premiums If you recently retired or soon will, and you’re enrolled in Medicare (or will be), it’s critical to understand […]
7 Tax Planning Opportunities for Taxpayers Age 50 and Older
7 Tax Planning Opportunities for Taxpayers Age 50 and Older Tax planning doesn’t stop at retirement—it often becomes more important. The Internal Revenue Code has long included provisions designed to […]
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 marriage, one spouse may leave the workforce to care for […]
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 be a great way to support the causes you care […]
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 older. But the Setting Every Community Up for Retirement Enhancement […]
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 significantly enhanced under the Consolidated Appropriations Act (CAA) of 2020. […]