September 2018 PGWA Newsletter

Game Plans and Success College and professional football kicked off recently. Many fans will be watching the action and rooting on the favorite team’s offense and their prime playmakers. For others the real playmakers are on the defensive side of the football....

August 2018 PGWA Newsletter

Back To Basics for 2018 A few weeks remain until Labor Day and our transition to Fall, so maybe you can block out some time to get Back to Basics. The basics I’m referring to are the fundamentals of a solid and successful financial plan. If you consider all that...

July 2018 PGWA Newsletter

The Longevity of a Successful CEO As a follow-up to the June newsletter about longevity I found a gentleman who’s kept up with the same job title for over 50 years.  Based on statements he made last month he doesn’t plan to go anywhere just yet.Warren...

June 2018 PGWA Newsletter

8,000 Days – Longevity & Impact on Our Future Retirement is seen as an endpoint by many. Preparation and planning is critical for a successful retirement lifestyle, but is “retirement” the goal? Maybe there are changes ahead in remaining...

May 2018 PGWA Newsletter

Technology & Its Impact FinTech is a dynamic and complex intersection of financial services and technology-based companies. The growth of this market is significant with new companies and merging technologies driving innovation to provide consumers with new...

April 2018 PGWA Newsletter

Securing Your Information The term, risk management, covers many areas in an individual and business owner’s life. The idea of risk management can encompass property, health and financial assets. It should also entail cyber security. It is critical to secure...