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 actively...

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...

March 2018 PGWA Newsletter

Updated Tax Code & Planning for the Future The following is an overview of impact of TCJA for tax year 2018. Some of the following information is provided by local accountant, Richard Fox, and financial commentator, Michael Kitces. 1. The 10% bracket remains...

February 2018 PGWA Newsletter

Taxes & Retirement Savings in Gig Economy This month we address tax and retirement savings strategies in the shared economy. To assist workers in the gig economy the IRS has opened a Sharing Economy Tax Center on its website ...