THE PGN MISSION
goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of intergenerational wealth.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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.
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.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
How much do you need to save each year to meet your long-term financial goals?
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to determine whether you qualify for the different types of IRAs.