Category Archives: Uncategorized
We’ve Moved….
You can now find our blog on our website at http://www.psgplanning.com/blog
Residency and Domicile Issues
Many clients may wish to move to another state at retirement for family, climate, and/or tax reasons. In order to establish residency in the new state (and minimize the chances of your old state claiming that taxes are due from … Continue reading
Gifting Opportunties and Laws
The annual exclusion for gifts increased by $1,000 to $14,000 for 2013. This total applies to all gifts, including birthday and holiday gifts, made to any individual during the year. However, any payment made directly to a qualifying educational organization … Continue reading
The U.S. Economy and Federal Reserve Board Policies –
WHERE ARE WE AND WHERE DO WE GO FROM HERE? With the latest meeting of the Federal Reserve Open Market Committee having ended on March 20th with no change to interest rates and continued Fed stimulus through their monthly buying … Continue reading
For Federal Employees: What Does Long Term Care Really Mean?
When working with a wealth advisor or financial planner the topic of long term care often comes up. This conversation usually centers on whether or not to purchase a specific form of insurance that protects against the expensive cost of … Continue reading
The Family Board in a Family-Owned Business
One of the greatest benefits of a family-owned business is the ability to create a legacy that can pass from one generation to the next. A business-owning family can create many opportunities for their children and grandchildren that are not … Continue reading
SmartCEO’s Executive Management Awards
On Thursday, March 7th, PSG’s Chief Operating Officer, Bill Bruns was awarded with the Smart CEO Executive Management Award at a cocktail reception and ceremony in Baltimore. To celebrate his achievement, Managing Partner, Bob Carson, and Investment Operations Manager, Patricia … Continue reading
It’s About the Holding
2012 was a pretty good year for equity investors. While many major market indices managed to turn in surprisingly similar returns, they were quite good by most any measure. The S&P 500 index returned 16% and the MSCI EAFE, a … Continue reading
Exploring the Single 401K
Many self-employed entrepreneurs may want to save for retirement using either an IRA, Roth IRA, SEP (Simplified Employee Pension), or SIMPLE IRA. A Single 401(k) maybe a better option due to higher contribution limits. For 2013, a business owner can … Continue reading
Rebecca Hayes – Maternity Leave
I wanted to share with the clients and friends of PSG that my husband and I are expecting a baby girl, due March 30th! After this date, I will be taking a 12 week maternity leave so that I can … Continue reading
Brian Kuhn
Chris Dionot
Gregory P. Armstrong
Julie Quinn
Neal Seagle
planningsolutionsgroup
Bob Carson
Don Hannahs
Jon Giordani
Larry Briskin
Tim Kvech
Roy Dixon
Rebecca Hayes
Richard Osikowicz
Bill Bruns, lll
Bill Perryman
Voices of PSG Blog - we've moved to www.psgplanning.com 