Posts Tagged ‘Financial Planner’
$40 Trillion and Counting
This month, the U.S. national debt crossed $40 trillion – a milestone that’s making headlines and raising eyebrows. That figure is not just a piece of economic trivia; it’s more…
Read MoreThe U.S. ‘Family Budget’
As you may recall, in 2024, we celebrated Preservation Specialists’ 20th anniversary. Now I’ll share an extra tidbit that very few people know. I actually incorporated a previous company in…
Read MoreThe Importance of Independence
This July, America marks a milestone unlike any other: 250 years of independence. So many generations dedicated to the pursuit of liberty, opportunity, and the promise that we each can…
Read MoreFrom the Founder: Additional Offering Details
A couple of months ago, I mentioned that I was excited about the new services we were rolling out. Today, I thought I would provide more details in the context…
Read MoreFrom the Founder: What is the Market Issue of the Day?
Recently, someone forwarded to me the following blog post from Joe Wiggins, the head of research at a large U.K. wealth manager. He suggests the following life cycle of an…
Read MoreFrom the Founder: Making Retirement Planning Easier Than Ever – All Under One Roof
Since our founding back in 2004, Preservation Specialists has always aimed to do more than simply manage investments—we work relentlessly to raise the bar for our clients and their families.…
Read MoreOne Big Beautiful Bill Act
As we officially hit the halfway mark in 2025, it is hard to overlook the major news hitting our screens every single day. As many of you likely saw, President…
Read MoreFact or Fiction? The Truth About Social Security
Social Security is a vital part of retirement planning for millions of Americans. Yet, misunderstandings about how it works can lead to costly mistakes. Understanding the facts can help you…
Read MoreSummer Tax Tune-Up: 5 Tips to Help You Save
Summer isn’t just for vacations and barbecues — it’s also the perfect time to revisit your tax strategy and set yourself up for a smoother, more stable year ahead. Here…
Read MoreMoney and Memory
While no one can predict who might experience dementia in their later years, it’s prudent to include the possibility as you’re building your long-term financial plan. We’ve all had them:…
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