Everyone here at PFG has also been excited to introduce all the steps to our clients during recent checkpoint meetings. We have received a lot of positive feedback, not only about how comprehensive the Freedom7 process is, but how the steps help make the entire...
As you may know, over the last five months, we’ve been featuring all the steps in the Freedom7 financial planning process in each monthly edition of The Heron. To wrap up the series, we’re focusing on the PFG Planning Dashboard – the backbone of all our planning...
Medicare’s open enrollment season is upon us. That means between October 15 and December 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage.During this time, you can change from Original Medicare to a Medicare Advantage plan...
Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: Report lower taxable income. Since few of us actually want to earn less, the next option is to stash as much income as you can into tax-advantaged accounts. If you...
Each month, we will be spotlighting a member of the PFG team and we thought it would only be appropriate to start with long-time Client Services Manager, Sara Lempa. When asked why she loves working at PFG, Sara says, “It comes down to people. We have wonderful...
We know how important it is to exercise our bodies, but exercising our brains is just as important. When we continue to learn, our brains are better for it. Here are just a few benefits of “brain training,” or exercising your brain:Improved executive functionsImproved...
