Client Center

Household Finances

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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Why Hiring a Financial Adviser Could Be Good for Your Marriage

A few years ago, the Wall Street Journal published an article entitled, How Couples Can Resolve Their Biggest Fights Over Money.  […]

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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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Should You Refinance Your Mortgage Now?

Mortgage rates have once again dropped to record lows in recent weeks—setting a new all-time low for the third time […]

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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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Could the “Families First Coronavirus Response Act” Be Your Saving Grace?

Across the country, experiences of the coronavirus lockdown have varied significantly, based in large part on one’s health, work status, […]

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