THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.