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Personal Finance Education

Elder Care

As we get older our needs change. As you move into retirement, understanding your needs or those of your loved ones is an important step wether you are planning on your own or working with your

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Personal Finance Education

Retirement Education

Contact an Advisor today to review your retirement plan. Learn more about what this means for your portfolio. GET IN TOUCH Schedule a Call with a PCA Advisor Contact

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Personal Finance

Asset Allocation

Your tolerance for risk and time horizon until retirement are factors which will affect how your choose to invest in your retirement plan. Learn more about what this means for your portfolio.

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Personal Finance Education

Goal Planning

Documenting and tracking your retirement goals is a recommended step wether you are planning on your own or working with your Financial Professional. Learn more about what this means for your

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Personal Finance

Investment Policy Statement

Setting up an Investment Policy Statement (IPS) is a recommended step in documenting your investment goals with your Financial Professional. Learn more about what this means for your

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Personal Finance Education

Business Succession Strategy

If you run a succesfull business, you have worked hard to provide security for your family and employees. As you move into retirement, having a succession plan is an important step wether you

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Personal Finance Education

Annual Investment Review

Setting a process to review your financial information is a task that you should perform each year. Reveiw your portfolio, goals, and make sure your investment are keeping pace with changes to

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Plan Sponsor Education

When to Set Sail with Safe Harbor

You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while

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Plan Sponsor Education

Understanding Financial Statement Audits

While we hope you have never had to experience it, you’re no doubt familiar with the idea of an audit of your personal or corporate tax return. But you may not be familiar with an audit of

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Plan Sponsor Education

It’s Time to Restate Your Defined Benefit Plan Document

Every retirement plan is required to have a formal written document that spells out how it operates. When Congress passes new laws that impact how retirement plans work, the IRS and other