Social Security puts every investor in a unique situation. There are some very compelling reasons to delay taking Social Security until age 65. Click the image to read the article, and feel free to contact me about your investment strategy.
Posts By: Keri Pugh
Something enjoyable you may already be doing every day is making your brain sharper. Recent research shows that listening to music (or playing an instrument) gives your brain a total workout. Benefits include memory boost, lower blood pressure, and enhanced sleep quality. So bring on the Beethoven or Beach Boys, and click on this photo for… Read more »
Under the new tax laws, fewer people will need to itemize deductions. If you itemize, consider checking now to see if you’re withholding enough from your paycheck. The IRS Tax Calculator will assess any adjustments that should be completed as soon as possible to avoid overpaying or owing a penalty at tax time.
Tax season is long behind us; but how long do you have to hold on to the actual files? If storing endless paperwork in your garage or guest room is driving you nuts, discover when you can safely dust it off and send it through a shredder.
Staying true to your long-term plan can be challenging during volatile markets. But as this Morningstar study shows, chasing returns can lead to unwanted expenses and confirmed losses — not an ideal way to plan for a secure financial future.
When it comes to charitable donations, you want to be sure that your money is being put to good use. Here are several smart recommendations to optimize your gifts to have the greatest possible impact.
Understanding your credit score can make a big difference for you as a consumer. Here are key factors to know about your credit score, how it is used, and some tips to help enhance it.
Our Principal and Branch Manager, Mike Pugh, has achieved the designation of AIF®, Accredited Investment Fiduciary. This designation is awarded to those who have successfully passed a strict test on the many policies and procedures involved with upholding a fiduciary standard of conduct within the financial services industry. This achievement also reflects our team’s continued… Read more »
Our team remains dedicated to continually offering excellent investment options and services to you. A necessary and exciting enhancement is expanding the team! Earlier this month, we introduced Mike Pugh, who will be focused on internal policy, procedure, compliance, and technology. Now, we would like to introduce Sarah Birkhaeuser, our first intern here at Pugh-Bellmar… Read more »
At Pugh-Bellmar Financial, our team remains dedicated to continually offering excellent investment options and services to you. A necessary and exciting enhancement is expanding the team! This month we will be posting introductions to our two newest members, Mike Pugh and Sarah Birkhaeuser. Join us in welcoming them to our team! We would like to… Read more »