THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?
How much do you need to save each year to meet your long-term financial goals?
This calculator is designed to help you attach a dollar figure to your life’s work.