The PCM Blog

How to Plan for Retirement: Making Your Retirement Budget Last

Retirement isn’t a mandate, but it is a benchmark that many people hope to reach at some point during their lifetime. Depending on when you retire, you may have a […]

Stay Active in Retirement

What to Do In Retirement – Life Doesn’t Stop At 65

I often am inundated with questions like, “How do I prepare for retirement?”  There are a number of books you can read, and websites you can visit – there’s a […]

Webinar about Secure Act 2.0

Secure Act 2.0 Webinar

Secure Act 2.0 includes changes to Required Minimum Distributions (RMDs), Roth IRAs, Catch-Up Contributions and other provisions for retirement accounts. In this webinar we discuss some of these important changes that were passed into law in December of 2022. 

HSA webinar 2023

Health Savings Accounts Webinar

In this webinar we discuss Health Savings Accounts (HSAs) and the reasons why we call these accounts Hidden Wealth Builders.

Cybersecurity webinar

CyberSecurity: Protect Yourself

CyberSecurity – In this webinar we discuss scams and frauds to watch out for, and ways to protect yourself from cyber threats.

market volatility webinar

Market Volatility

In this webinar we discuss strategies for riding the waves of market volatility. As Warren Buffet has said “The market is the most efficient mechanism anywhere in the world for transferring wealth from impatient people to patient people.”

Charitable Giving

Charitable Giving

In this webinar we discuss gifting to public charities, donor advised funds, and 501(c)(3) organizations and different strategies for each.

Where to stash cash

Where to Stash Your Cash

In this webinar we discuss how much to have in your emergency fund, and where to invest it with easy liquidity and interest rates in mind.

Navigating The Secure Act

Navigating the Secure Act

In this webinar we discuss Required Minimum Distributions from IRAs

Webinar: ABCs of Medicare

ABCs of Medicare

In this webinar, Lesley, Andrew & Chris walk through the basics of Medicare.