Client Center

Our 2 Cents

Welcome to Professional Financial Solution’s blog, Our 2 Cents! We aim to provide you with brief insights and analysis on financial planning and investment topics. If any clients or other readers have questions or topics that they would like to see covered here, please feel free to contact us by email or by posting a comment to a recent blog post. By reading the articles on this blog, you acknowledge our warning and disclaimer, provided here. Articles are provided for informational purposes only and shall not be relied upon as personal financial or investment advice.

Why Is My 2022 RMD Smaller Than Expected When the Stock Market Is Up?

The stock market closed out 2021 near record highs, but retirees and some beneficiaries of inherited IRA accounts may notice […]

Read More
Retaining Personal Documents, Part 2: Where Do I Keep Them?

Throughout our experience at PFS, clients have periodically undertaken to sort through accumulated paperwork and personal documents, and they often […]

Read More
Retaining Personal Documents, Part 1: What Do I Keep and for How Long?

Throughout our experience at PFS, clients have periodically undertaken to sort through years—sometimes decades—of accumulated paperwork and personal documents, and […]

Read More
How Much to Save for Retirement: 5 Factors to Consider

While the individuals and families that we serve as clients are a diverse group, one goal that all of our […]

Read More
Medicare Decisions: I’m about to Turn Age 65, What Should I Do?

Turning age 65—and having to make Medicare decisions along with it—generates a variety of emotions among our clients.  For some, […]

Read More
Understanding the Advance Child Tax Credit: Should You Say No to Free Money?

The child tax credit doubled in value back in 2018 with the Tax Cuts and Jobs Act, and now in […]

Read More
 


Contact Us

If you have any questions about your financial future, we're here to help. Please use this form or feel free to call or e-mail us.

(703) 385-0870
EMAIL US