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.
Financial Check-Up: Issues to Consider at the Start of the Year
The start of the year is a great time to reflect on the prior year and plan for the future. Here are a few considerations to keep in mind.
Common Retirement Plans for Small Business Owners
For small business owners, selecting the appropriate retirement plan, or plans, involve several key factors that must be taken into consideration. Use this chart as a guide.
Financial Planning | Issues to Consider Before Year’s End
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the end of the year. Here is a checklist of issues to consider.
Charitable Giving Strategy: Issues to Consider
Now is the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Here are a few ideas to consider.
Estate Planning Documents: Issues to Consider
Your estate documents can become outdated, especially after certain life changes. Use our checklist to help you stay current on wills, trusts and your power of attorney.