Navigating Private Sector Workforce Reductions in 2025
Whether you’ve been impacted by workforce reductions or simply want to prepare for uncertainties ahead, this article will help you take a proactive approach.
Is Early Retirement the Right Choice? Considerations and Impacts
Federal employees facing layoffs or considering early retirement likely find themselves evaluating financial strategies and career options. Here are a few critical considerations.
2025 Outlook: 3 Common Trends in M&A Activity
Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.
Are You Considering a Roth Conversion?
The number of investors who are converting their IRAs to Roth for tax free growth are on the rise. Is a Roth conversion the right step for you? Use this flowchart as a guide or schedule a meeting with us.
Estate Planning Webinar: Tax Law Changes to Consider
Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth families.
Should You Take Your Pension as a Lump Sum?
When it comes to pension payment options, several factors must be analyzed in order to determine what course is best for you and your unique circumstances. Use this flowchart as a guide.
Issues to Consider for Business Owners or 1099 Workers
Running your own business introduces different elements that are not always easy to factor into your personal financial plan. Use this checklist as a guide.
Issues to Consider When Buying a Home
There are a number of things you should be aware of when buying a home, including how it will impact your overall financial planning goals. Use this checklist as a guide.
NIL Financial Planning Considerations for Athletes
While NIL presents an exciting opportunity for student-athletes, it also presents a new set of complex considerations and financial responsibilities. Here are some key factors to consider.
Webinar Recording | Unveiling the Stock Market’s Political Dance
This exclusive live broadcast from PBMares Wealth Management offers a look at the 2024 election season and how politics can affect the investment world.