facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

America’s 401(k) Millionaires Rebound Thumbnail

America’s 401(k) Millionaires Rebound

In 2023, America's 401(k) millionaires rebounded, showcasing the power of long-term investing, even after a challenging 2022. Utilizing tools like StockRover for ETF analysis and embracing index or target date funds are pivotal steps. As John Bogle emphasized, consistency and a strategic approach are key to achieving millionaire status.

Read More
Essential Documents Every College-Bound Student Should Complete Thumbnail

Essential Documents Every College-Bound Student Should Complete

Navigating the transition from high school to college is more than just academic preparation and dorm shopping. As students step into adulthood at 18, many parents find themselves unexpectedly locked out of vital financial and medical records. This unexpected hurdle can turn a small hiccup into a significant issue, especially during emergencies. From the Universal HIPAA Release Form to the FERPA Waiver, there's a suite of essential documents that college-bound students need right now. These aren't just bureaucratic formalities; they're crucial tools that ensure parents can step in when necessary, keeping the focus on solutions rather than red tape. As the adage goes, it's always best to be safe rather than sorry.

Read More
Unlocking Financial Freedom: A Comprehensive Guide to Financial Literacy for College Freshmen Thumbnail

Unlocking Financial Freedom: A Comprehensive Guide to Financial Literacy for College Freshmen

Stepping into college life is more than just academics; it's about preparing for real-world challenges, especially financial ones. 'Unlocking Financial Freedom' provides college freshmen with essential tools to navigate their finances confidently. Dive into this comprehensive guide and equip yourself with knowledge that goes beyond the classroom, setting the foundation for a secure financial future.

Read More
Your Private Company Sales Process: A Strategic Journey Thumbnail

Your Private Company Sales Process: A Strategic Journey

Navigating the Private Company Sales Process: A Strategic Journey Selling a private company isn't a mere transaction; it's an intricate, strategic journey demanding meticulous attention. Dive into our insights to understand why: Preliminary Assessment: Understand the market dynamics before diving in. Timing is crucial. Data Gathering: Fortify your position with in-depth knowledge of your company's operations and competitive stance. CIM Preparation: Craft a compelling narrative of your company's history and milestones with a well-prepared Confidential Information Memorandum. Marketing & Proposal Evaluation: Navigate the acquisition battlefield with precision, ensuring your story reaches the right ears and aligns with your vision. Negotiations & Closing: Tread carefully in this crucial phase. Like a game of chess, every decision counts.

Read More

PNWA Monthly Video - July 2023

Dive into our latest video for a comprehensive analysis of current economic trends and their implications. We discuss the recent pullback in inflation, a looming worker shortage, and the potential impact on the Federal Reserve's 2% inflation target. We also cover GDP forecasts, consumer confidence, and how these factors influence the stock market. This is crucial information for understanding the economic landscape and making informed financial decisions.

Read More
Safeguarding Your Digital Legacy: Ensuring Accessibility for Future Generations Thumbnail

Safeguarding Your Digital Legacy: Ensuring Accessibility for Future Generations

Excerpt: In an era where our lives are becoming increasingly intertwined with the digital realm, it is crucial to ensure the accessibility of our digital documents, photos, and emails even after our passing. The unfortunate circumstances of friends and clients unexpectedly passing away have brought to light the challenges faced by their loved ones in accessing their digital accounts. The absence of designated legacy contacts has left them helpless, unable to retrieve cherished memories and important information. To prevent this distressing situation from happening to you or your loved ones, it is imperative to take proactive steps in establishing personal legacy contacts. By doing so, you can safeguard yourself and your digital legacy, ensuring that your accounts and data can be accessed by trusted individuals after your passing. One platform that provides the option for legacy contacts is Apple. By adding a Legacy Contact to your Apple ID, you can grant someone you trust access to your account data, preserving your digital memories and important files. Learn more about the information shared with your Legacy Contact and how to add them on the Apple support page. Google also offers a valuable feature called the Inactive Account Manager. This feature allows users to share parts of their account data or notify a trusted person if the account has been inactive for a specific period. By utilizing this feature, you can ensure that your Google account is managed according to your wishes, even when you are no longer able to do so. Facebook, being a popular social media platform, recognizes the importance of handling accounts of those who have passed away with sensitivity. Their Memorialization Settings allow you to customize how your account is managed after your passing. By designating these settings, you can provide closure to your loved ones and maintain the integrity of your digital presence. In an ever-evolving digital landscape, taking control of your digital legacy is vital. By establishing legacy contacts and familiarizing yourself with the procedures on different platforms like Apple, Google, and Facebook, you can prevent the occurrence of inaccessible digital accounts and ensure that your digital presence continues to be accessible to those who matter most. Don't wait until it's too late. Start taking the necessary steps today to protect your digital legacy and provide peace of mind to yourself and your loved ones.

Read More