THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.