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.
In our last post, we discussed how the SECURE Act, which Congress passed in late December, changed a key rule on […]
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the most significant legislation impacting retirement savings in nearly […]
Many of our clients have the goal of paying for their kids’ college expenses. In meetings with those clients—and in […]
Over the past several years, many of our clients have explored various parts of the world from the vantage point […]
At our annual PFS Client Dinner last week, we had the pleasure of hearing Steve Ryder, President of True North […]
It is rare that we encounter clients whose expenses are so much lower than their incomes that they have no […]
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