Preferred Financial Strategies, Inc.

generations of trust...decades of knowledge...since 1979

                                                      

 

 

                                                                                                    Sara I. Seasholtz, CFP®
                                                                                                               President

                        

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Lease Interest

What's the interest rate on the lease you're considering?

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Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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