Client Center

Effective Risk Management

Medicare Decisions: I’m about to Turn Age 65, What Should I Do?

Turning age 65—and having to make Medicare decisions along with it—generates a variety of emotions among our clients.  For some, […]

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The 5 W’s of Emergency Funds

The economic impact of the COVID pandemic has reinforced the importance of having an emergency fund.  For those unsure what […]

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How to Improve Your Finances in Your Spare Time: A Coronavirus Checklist

Over the past couple months, we’ve written blog posts on a number of coronavirus-related topics, including ones targeted at those […]

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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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Targeting Retirees: Elder Financial Abuse on the Rise

With countless news stories in the past weeks revolving around the Equifax data breach, many Americans have renewed concerns about […]

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Preparing for the Future: Considering Long-Term Care Insurance

Long-term care insurance is often overlooked until later in life, which can be problematic since the offered premiums can increase […]

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(703) 385-0870