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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
Executive Order on ACA

Oct
17th
Executive Branch Takes Action on the ACA (Benefit Minute)

In the last week, the Trump administration has taken action to make changes to certain aspects of the Affordable Care Act (ACA).  This action includes two new interim final regulations that scale back the ACA’s contraceptive coverage mandate, an Executive Order related to association health plans (AHP), health reimbursement arrangements (HRA) and short-term limited-duration insurance, […]

Oct
11th
A day in the life of a PSA intern

This year, we have officially kicked off a summer internship program for the future generation of insurance professionals, which we’ve featured in an earlier post Growing Your Next Insurance Partner.

Sep
27th
Recent Court Cases Impacting Employee Benefits (Benefit Minute)

This issue of the Benefit Minute summarizes recent judicial activity which may affect employers and their benefit plans.

Sep
21st
Growing Your Next Insurance Partner – the PSA Intern Program

How long have you known your insurance agent? 10 years? 20? 30? For many people, you’ve known your agent a long time and see him or her as an integral part of protecting you, your family, your company, and ultimately, your ability to thrive.