I am thrilled to announce the official launch of the updated edition of “Save Your Retirement”! Whether you’re a dedicated follower of Dick and Jane’s journey or just joining in, this edition promises a refreshed perspective on securing your retirement amidst the ever-evolving financial landscape. What’s New in “Save Your Retirement Edition 4? 1. Streamlined…

Happy New Year! January symbolizes a fresh start every year, but this year is just alittle more special for us here at Preservation Specialists. You see, it was back in 2004when our company was initially founded. It is absolutely mind-boggling to me that ithas been that long! As I think back over those twenty years,…

As we bid farewell to the old and welcome the new, it’s the perfect time to break free from the ordinaryand embrace the extraordinary. This New Year, add a touch of adventure, fun and fulfillment to your lifewith resolutions as unique as you are. Try adopting one, two or all of the following ideas: 1.…

How often do you talk about money with your partner? Your kids? Your friends or coworkers? For most people, the answer is almost never. Research has shown that 63% of adults don’t discuss money with family, 75% don’t discuss it with friends and 46% don’t even talk about it with their partner.1 In fact, most…

What an incredible night it was at the annual Preservation Specialists Charity Gala on November 10th, 2023! Laughter echoed through the venue as clients, friends, and newcomers mingled, sharing stories and building new friendships. It was heartening to witness our community coming together with such warmth and openness. On this special Veterans Day, we were…

As I was sitting down to write this, there was still an entire month left in 2023. It was Thanksgiving weekend, and the air was filled with thoughts of gratitude that led me to reflect on the events and people who have shaped this past year. While my blogs typically delve into serious financial topics…

You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible tax and estate reductions. “No one has ever become poor by giving.” -Anne Frank Charitable giving is a tradition as old as time. Civilizations throughout…

I don’t know about you, but when I hear the word agnostic, I think of religion, but this term can be used in other settings. – As you may know, I love to read about retirement, and one of my favorite authors is Wade Pfau, Ph.D. In some of his books, Dr. Pfau argues that…