PWS Learning Center

Practical Steps for Identity Theft

June 2023

Utilizing the Essential Planning Checklist

May 2023

4 Financial Tips After the Loss of a Spouse

April 2023

What do you want during retirement?

April 2023

4 Rules for the Financial Road you are on

April 2023

Long Term Care 3

February 2023

Long Term Care 2

February 2023

Long Term Care 1

February 2023

Life Events

February 2023

What Does Life After Retirement Look Like?

February 2023

The Emotional Rollercoaster of Investing

February 2023

Happy Holidays from Pursuit Wealth Strategies

December 2022

Donor Advised Funds

November 2022

Bear Market

June 2022

Qualified Charitable Distributions

December 2021

What’s a Backdoor Roth?

July 2021

Social Security Update

June 2021

529 Plans

May 2021

As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.

Should I or Shouldn’t I, Refinance?

April 2021

Traditional IRA vs. Roth IRA, What’s the Difference?

March 2021

Pam and Kelsey End of 2020 Update

December 2020