THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much would your monthly lease payment be?