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Our 2 Cents

Welcome to Professional Financial Solution’s blog, Our 2 Cents! We aim to provide you with brief insights and analysis on financial planning and investment topics. If any clients or other readers have questions or topics that they would like to see covered here, please feel free to contact us by email or by posting a comment to a recent blog post. By reading the articles on this blog, you acknowledge our warning and disclaimer, provided here. Articles are provided for informational purposes only and shall not be relied upon as personal financial or investment advice.

How the Much-Maligned Millennials May Be Helping Your Bottom Line

Millennials are often portrayed in the press as a bunch of under-employed, tech-obsessed, living-in-their-parents’-basement drags on our economy.  But, demographic […]

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Time to Talk: The Benefits of Preemptive Conversations with Loved Ones about Aging

Whether with a spouse, parent, grandparent, or other loved one, many people have experienced or at least heard of difficult […]

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Will Social Security Still Exist When You Retire?

When working on financial plans for younger clients, we sometimes encounter skepticism that Social Security retirement benefits will still be […]

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Major Purchases to Undertake for Enjoyment, Not Investment

Contrary to stereotypes or the occasional fears of incoming clients, we as financial planners do not always say “no.”  On […]

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Determining How Much House to Buy as You Enter or Approach Retirement

In a previous post, we discussed some rules of thumb in determining how much house you can afford, e.g. considering […]

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Why We Choose to Invest Using DFA Mutual Funds

At PFS, we have been using Dimensional Fund Advisors (DFA) mutual funds as the primary investment vehicle for our clients–and […]

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