THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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.
Estimate the future value of your current savings.
How Long Will It Take to Pay my Balance?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.