PWA Financial Tastings Blog

bite-sized portions of personal finance goodness (served warm, never reheated)

Month: June 2012

Post navigation

Hello World!

Posted by tomatpwa

I guess that’s the traditional way to start a new venture on the web, right? Well, hello world! More coming soon.

Posted in Uncategorized

Post navigation

Recent

Q3 2020 Returns By Asset Class
Donor Advised Funds: Maximizing The Tax Benefit of Charitable Contributions
Recent Executive Actions On Unemployment Benefits, Payroll Taxes, Student Loans, & Housing Assistance
Q2 2020 Returns By Asset Class
Setting Contingent Beneficiaries Of Retirement Plans When You Have Young Children

Search

Archives

Tweets

401k/403b limit for 2021 will remain $19.5k + $6500 for those 50 and older. IRA limit will remain $6k + 1k. 3 days ago
Social Security Administration announced a 1.3% cost of living increase for 2021. The SS wage base (cap of the 6.2… twitter.com/i/web/status/1… 2 weeks ago
@BlairHduQuesnay No boat, but it would be The Memory Bliss and then I could set adrift on it (thank you PM Dawn). 3 weeks ago
@ScottElliotG 1) States would have to default for Fed to step in (looks bad/credit rating impact, so less likely to… twitter.com/i/web/status/1… 3 weeks ago
@DougKass Didn't tick me off in the least. You asked why, non-rhetorically, so I was trying to give you a respectf… twitter.com/i/web/status/1… 3 weeks ago

Follow @TomAtPWA

Links

PWA Home

Follow Blog via Email

Enter your email address to follow this blog and receive notifications of new posts by email.

Join 276 other followers

Email Address:

Like Us On Facebook

Like Us On Facebook

About

The PWA (Perpetual Wealth Advisors) Financial Tastings Blog is intended to provide our clients and other interested readers with bite-sized, easily digestible information on personal finance topics. We used to publish a quarterly newsletter with similar information and will be archiving some of those topics here. Instead of continuing with a publication that was akin to a seven-course meal every three months, we have found that the fast-paced, mobile-driven world required smaller amounts of information, communicated more frequently. We've turned to the blogging concept to provide it. Topics will include both original content and links to other articles of interest. They will span key areas of personal finance including planning, goal setting, budgeting, cash flow management, debt management, risk management, employee benefits, tax, investments, retirement planning, and estate planning. We'll try to keep posts brief, simplify where possible, and answer as many questions as we can. Speaking of questions, feel free to send them to blog@perpetualwealthadvisors.com. We'll occasionally open up the mailbag for a Q&A post. Bon appetit!

Disclaimer

This web site is only for the purpose of giving general information and is not intended to offer personal financial advice. Nothing in these pages shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, or legal advice. We DO NOT offer any type of investment advice on-line. Nothing in this entire web site shall be construed as an offer to sell, or a solicitation to buy regulated securities. Nothing contained in this web site shall be implied or construed as creating a planner / client relationship by virtue of your access to this site and you should not rely on any information contained herein to plan your estate or invest any of your assets. You will only be considered a Perpetual Wealth Advisors client by mutual agreement and only after you have executed a client agreement and retained our services. Perpetual Wealth Advisors, L.L.C. is a Registered Investment Adviser governed under the laws of North Carolina. In addition, the firm is registered in Georgia, Minnesota, Texas, and California. Registration of an Investment Advisor does not imply any level of skill or training.

Blog at WordPress.com.