THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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.
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.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estimate the future value of your current savings.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.