Broker Check
.

Petsas & Hill Certified Public Accountants, Inc.       

Taxation - Wealth Strategies

.

Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Helpful Content

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Saving for College 101

Here’s a crash course on saving for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

View all videos arrow