Client Center

Household Finances

Will Social Security Still Exist When You Retire?

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

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Concerned about a Government Shutdown Cash Flow Crunch?

Last Wednesday, the federal government shut down when Congress failed to pass a bill to extend government funding into the […]

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Financial Planning Travel Edition: Tips for Affording Your Bucket List Trips

Many of our retired clients are excited to spend some of their newfound free time traveling around the country or […]

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Scared of This Month’s Credit Card Bill? Budgeting Tips for the Holidays and Beyond

While we may risk dampening your holiday spirit by even mentioning the phrase “credit card bill,” it is a generally […]

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Big Changes that Home Buyers and Sellers Need to Know: A Conversation with Loan Officer Scott Hardy

PFS adviser Renee Sewall recently held a conversation with Scott Hardy (NMLS ID#: 186987), an experienced loan officer with American Security Mortgage […]

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Recent Changes to the FAFSA and What They Mean for You

In late 2020 and 2021, Congress passed laws known together as the FAFSA Simplification Act, which are now in effect […]

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