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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.

Cybersecurity: Seven Easy Steps to Protect Ourselves

At our annual PFS Client Dinner last week, we had the pleasure of hearing Steve Ryder, President of True North […]

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Four Tips for Successful Budgeting— in Working Years and Retirement

It is rare that we encounter clients whose expenses are so much lower than their incomes that they have no […]

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Adult Children Living at Home: How to Prepare Them for Financial Independence

In our own lives and the lives of our clients, we have regularly observed the trend of millennials—occasionally referred to […]

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Is Your Investment Adviser Working in Your Best Interest?

If you’re a client of PFS, you have likely heard us preach about the importance of working with an investment […]

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Gift Tax 101: Should the Annual Exclusion Amount Limit Your Generosity?

Most Americans are (at least somewhat) familiar with income taxes, since they must file income tax returns each year.  Sales […]

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To Enjoy Market Growth, Buckle Up for Market Volatility

At PFS, when we create financial plans for our clients, we make assumptions for the average annual investment returns that […]

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