THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
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.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Determine whether you should consider refinancing your mortgage.
How much can you afford to pay for a car?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.