An Estate Strategy for Your Digital Assets


What should you know? What should your executor know? When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well. Your digital assets should not disappear into a void when you die. Nor should [...]

An Estate Strategy for Your Digital Assets2019-05-29T16:19:04+00:00

The Shred Party


What should you get rid of and hold on to? When and why?  If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have [...]

The Shred Party2019-05-15T17:36:44+00:00

The Cost of Procrastination


Don't let procrastination keep you from pursuing your financial goals.  Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d [...]

The Cost of Procrastination2019-05-15T17:37:31+00:00

Key Person Insurance


A way for businesses – especially niche businesses – to address a major risk.  Who are the people most crucial to your business? Have you taken steps to insure them? At every company, there are certain people who are essential to day-to-day operations. If they die, the business may face an operational or [...]

Key Person Insurance2019-05-15T17:38:09+00:00

Introduction of PFS Financial Firm


After serving our community for over 12 years as Pellecchia Financial Services, we have several changes to announce. J.D. has taken on the role of Chief Executive Officer. He will continue to set the vision and direction of our company while serving our clients. Over the last several years, he has been developing [...]

Introduction of PFS Financial Firm2019-04-08T19:32:10+00:00

Weekly Economic Newsletter – June 25, 2018


  WEEKLY QUOTE “Silent gratitude isn’t very much use to anyone.” - Gertrude Stein            WEEKLY TIP Business owners can risk neglecting their retirement planning as they get caught up in the daily activity of their companies. Be sure to look into a SEP IRA, SIMPLE IRA, Solo 401(k), or other retirement plans if you are [...]

Weekly Economic Newsletter – June 25, 20182018-06-25T15:55:55+00:00

Weekly Economic Newsletter – January 29, 2018


    WEEKLY QUOTE “It is the mark of an educated mind to be able to entertain a thought without accepting it.” - Aristotle            WEEKLY TIP Before accepting a job offer, ask what maternity, paid leave, and short-term disability benefits are included.          WEEKLY RIDDLE Frank got behind the wheel and traveled from Fort [...]

Weekly Economic Newsletter – January 29, 20182018-01-29T13:09:00+00:00

Your Annual Financial To-Do List


Things you can do before & for 2017.   What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What [...]

Your Annual Financial To-Do List2016-12-13T17:05:29+00:00

Weekly Economic Newsletter – December 12, 2016


    WEEKLY QUOTE “Art is science made clear.” - Jean Cocteau            WEEKLY TIP If you use your own car or truck for business purposes, that vehicle should be insured under a business policy.          WEEKLY RIDDLE I have roads with no cars, forests with no trees, and cities without people. What am I? [...]

Weekly Economic Newsletter – December 12, 20162016-12-12T18:24:59+00:00

Weekly Economic Newsletter – September 12, 2016


  WEEKLY QUOTE “Forever is composed of nows.” - Emily Dickinson            WEEKLY TIP If you are thinking of adopting a child, you should know that some employers offer adoption assistance programs, through which you can offset some or all of those costs with a tax-free reimbursement. In addition, you may be eligible for a federal [...]

Weekly Economic Newsletter – September 12, 20162016-09-12T12:04:03+00:00
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