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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.

8 Steps to Opening a Virginia 529 Account

For clients living in Virginia with school-age (or younger) kids or grandkids, we strongly recommend the Virginia Invest529 plan as […]

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How Concerned Should I Be about Rising Inflation?

Inflation has been a frequent topic in the financial press over the past year, especially in the past two months […]

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Portfolio Rebalancing: A Less Exhilarating But More Effective Approach to Buying Low and Selling High

If a potential investor has heard only one piece of advice on how to succeed in investing, it is likely […]

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Why Is My 2022 RMD Smaller Than Expected When the Stock Market Is Up?

The stock market closed out 2021 near record highs, but retirees and some beneficiaries of inherited IRA accounts may notice […]

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Retaining Personal Documents, Part 2: Where Do I Keep Them?

Throughout our experience at PFS, clients have periodically undertaken to sort through accumulated paperwork and personal documents, and they often […]

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Retaining Personal Documents, Part 1: What Do I Keep and for How Long?

Throughout our experience at PFS, clients have periodically undertaken to sort through years—sometimes decades—of accumulated paperwork and personal documents, and […]

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