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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

Jun
16th
5 Ways Cyber Insurance Can Help Your Physician’s Practice Manage Cyber Risk

Did you know? To date, in 2017 there have been 133 reported data breaches in the healthcare industry – on average 17,849 records breached per incident. The Ponemon Institute estimates the cost per lost or stolen healthcare record to be about $400. This does not include fines and penalties, which can further increase the cost. […]

Jun
8th
Ever been asked to provide a Certificate of Insurance?

A question I hear from clients often is “How do I get a Certificate of Insurance?” A request for a Certificate of Insurance (COI) may be the most frequent interaction you have with your property and casualty broker or your insurance carrier. If you’ve never had to obtain a COI before, here’s an overview of […]

May
31st
What is a Controlled Group?

When several entities (whether incorporated or unincorporated) share common ownership, a controlled group or common control may exist.  For many IRS benefit plan purposes, a controlled group is treated as a single employer.  For example, the determination of an employer’s size for purposes of COBRA, Medicare Secondary Payer rules and the ACA’s Applicable Large Employer […]

May
25th
PSA’s Office Renovation Improves Employee Engagement, Performance and Client Experience

Research has shown that employees who are highly dissatisfied with their work environment are often the least engaged. And that lack of engagement can often translate to poor customer service and less satisfactory client outcomes. At PSA, we recognize the importance of a favorable work environment for our employees — so they’re equipped to better […]