Professional Planning Services

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

What Is a 1031 Exchange? A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Even if you’re and single, you should still consider yourself with .

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0.

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Learn how work, and how they can help you save money.

How Insurance Deductibles Work Knowing how insurance deductibles work can help you save money.

Agent Jane Bond wants you to know about how can be to generate .

Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

💡 Join Us for "Rothtober": Understanding Roth Conversions! 💡

Do you have money sitting in qualified accounts like a 401(k) or traditional IRA? It may be time to consider a Roth conversion—and October (aka "Rothtober") is the perfect time to start planning!

🔍 In just 15 minutes, we’ll cover: ✅ Why Roth conversions can make sense for your long-term tax planning ✅ How converting now could mean big tax savings down the road ✅ Why October is key for year-end tax strategies ✅ How Professional Planning Services can make the process easy with our simple Asset Map tool

🎯 Don’t miss this chance to get your Roth conversion strategy on track before year-end!



Link in comments to register!

What every parent needs to know about insuring his or her .

Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bridging the Confidence Gap In the world of finance, the effects of the

In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets are moving...

Navigating Market Volatility: What Retirees Should Know About August’s "Japanese Carry Trade" - Professional Planning Services In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help

When was the last time you looked at the content of your portfolio? Steps to consider here.

Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.

🚨 Today at 4:30pm ET, don’t miss Professional Planning Services' weekly Chat with Chris! This week is our October Market GPS 🧭—your go-to for insights on market trends, recession signals, bull/bear indicators, and more. It’s the perfect chance to get a pulse on what’s happening and why. See you there! 📊

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You are unique. Your goals and needs should be the basis of any financial strategy you follow.

A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy.

Life insurance is an easy way to give
your loved ones the financial safety net they deserve.
Get peace of mind with coverage today.

Get a quote here: https://smpl.is/8rh6c

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

Stay ahead this year with this handy Personal Finance Calendar.

Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.