Posts Tagged ‘Preservation Specialists’
$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 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 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:…
Read MoreSave Your Retirement “Edition 4”
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,…
Read MoreFrom the Founder – 20 Years!
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…
Read MoreDare to be Different – Unconventional Resolutions for an Unforgettable New Year
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…
Read MoreThe Cost of NOT Talking About Money
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…
Read MorePreservation Specialists Charity Gala 2023
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…
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