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Tools and Resources

Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of benefits to our clients, including access to the most innovative practices in investment advisory.

Financial Tip of the Month

There are new rules about IRA Rollovers for 2015 that limit a person to one Rollover per year. Investors can continue to perform transfers from one trustee to another without limitations. Consult your tax advisor for further information.

Retirement Readiness Calculator

PSA’s Retirement Readiness calculator will help you learn where you stand. In just a few minutes, you’ll find out if you are on track to retire or if you need to make some changes now to reach your goals. Learn what you need to adjust and let us help you build a path to a secure retirement.

Portfolio Review

Obtain an analysis of your current investment portfolio including its overall composition and a rating of each investment. Learn about your asset allocation, risk level, and portfolio’s performance by requesting a free analysis. Contact Larry Seiden at lseiden@psafinancial.com.

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Recent Blog Posts

Aug
10th
Game of Stones: Examining the Foundational Elements of Effective Negotiation

According to Mark Jankowski, founder of Amplified Learning, effective negotiation requires three things: attitude, tools, and skills. “You can have any one, or even two of those things, but if you don’t put them all together, you won’t be effective,” he said at a recent PSA Partnership Event, “Game of Stones.” Where did he first […]

Aug
3rd
Don’t let interview bias and other missteps lead to a bad hire

When you are recruiting for an open position at your company, you want to hire someone who will succeed in the role. But that’s not always what actually happens. Often, interviewers are drawn to the people they relate to or simply like the most, rather than the candidates who are the most qualified. While that […]

Jul
27th
HIPAA and the Cloud (Benefit Minute)

Cloud computing allows convenient on-demand network access to a shared pool of computing resources (such as networks, servers, storage and applications) that can be rapidly supplied and used with minimal management effort or service provider interaction.   The computing resources are pooled to serve multiple customers and can be scaled to meet changes in demand. 

Jul
20th
A Snapshot of Today’s Most Prevalent Cyber Threats for the Non-Technical Executive, Part 2

In a recent blog post, we shared two prevalent cyber risks that your organization should be aware of — phishing and malware. Of course, those aren’t the only two threats you face when using technology or handling electronic data. This blog post provides an overview of two additional cyber threats to help you build a […]