Saving for college can feel overwhelming, but with the right approach—and the right tools—it’s completely achievable. In this post, we explore how families can take advantage of 529 plans and financial planning insights to fund education while staying aligned with broader […]
Mastering College Savings: 529 Plans and Financial Planning Insights Read More »
In this heartfelt episode, PCM’s Irvin Schorsch and Steve Palmer join Lesley Buck to discuss the critical role financial advisors can play by supporting clients during life’s most challenging transitions. Lesley Buck: [00:00:00] Welcome everyone to our podcast. I’m joined
More Than Money: Supporting Clients Through Life’s Hardest Moments Read More »
As we discussed in my last post, kids can learn many valuable life lessons from their entrepreneurial activities. One PCM colleague—a national broadcast entrepreneur…
Teaching Children the Value of Entrepreneurship, Part 2 Read More »
Skeptics might say we’re pushing kids into adulthood way too early, but it’s hard to argue with the life skills they can acquire through early entrepreneurship…
Teaching Children the Value of Entrepreneurship, Part 1 Read More »
Any new relationship has finance issues that need to be dealt with. Many couples make some of these common mistakes that can be easily avoided. As the founder and president of PCM…
Don’t Let Your Finances Affect Your Love Read More »
