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What to do in Light of Equifax Data Breach

In light of the recent Equifax breach, we have compiled a list steps we encourage all of our clients to follow to protect their personal information. Please be aware that due to the high volume of requests at this time, some of the steps below may take longer to...

Congratulations (Or Not…) You Might Live to Be 100!

The headline is pretty exciting if you look forward to years of travel, reading, golfing, spending time with children, grandchildren and great grandchildren. Unfortunately, many of us will struggle with wondering, “Can I afford to live to 100?” This blog comes from...

Frequently Asked Questions About College Savings Accounts

Before 1996 there wasn’t really an official way for parents and grandparents to save for the next generation’s possible college costs. There wasn’t anything stopping people from saving. There were even accounts created by the IRS code that seemed helpful to use, like...

The Skinny on Long Term Care

or  “Just the Facts, Ma’am” Joe Friday of Dragnet fame from the 1950’s has the misattributed catchphrase “Just the Facts, Ma’am” to his character on that long running show. So, let’s take this approach and consider the following key facts about Long...

New Look to PSG Dashboard

On August 22, you may have noticed updates to the PSG Dashboard and your personal financial management site. Life is busy, so we’re making it even easier to see the financial information that’s most important to you. Here’s what’s changing: • A modern and streamlined...