Client Center

Household Finances

Do’s and Don’ts for Saving Money (and Maximizing Fun!) on a River Cruise

Over the past several years, many of our clients have explored various parts of the world from the vantage point […]

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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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Four Tips for Successful Budgeting— in Working Years and Retirement

It is rare that we encounter clients whose expenses are so much lower than their incomes that they have no […]

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Adult Children Living at Home: How to Prepare Them for Financial Independence

In our own lives and the lives of our clients, we have regularly observed the trend of millennials—occasionally referred to […]

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Deciphering Our Financial Decision Making

Many books about healthy food habits explain that in America, our choices of what, when, and how much to eat […]

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If Retirement Is 40 Years Away, Why Save Now?

For many young adults entering the workforce, the idea of saving for retirement— a whopping four decades away— is not […]

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