Net Unrealized Appreciation – NUA and Some Other Important Letters
Net Unrealized Appreciation – NUA and Some Other Important Letters November 22, 2023 At Premier Financial Management, we focus on supporting people that value hard work and are focused on building and maximizing their retirement. We truly enjoy supporting the people in our local community and across the country who understand those values. That’s why […]
Pension Cutbacks – A Promise Set in Clay?
PENSION CUTBACKS – A PROMISE SET IN CLAY? November 22, 2023 Back in October of last year (2022), a national corporation whose employees we work with announced a change – a cut – to their employee pension plan. Those who retired by the end of November 2022 were not affected by these cutbacks. The reductions, which […]
Early Retirement
IS YOUR PLACE OF WORK CLOSING? November 22, 2023 Oh, Brother – Now What? “Life is 10% of what happens to you and 90% how you react to it.” Pastor Charles Swindoll – American Clergyman Given the current state of the economy, inflation and interest rates, it’s not a shock that companies are considering closing […]