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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

May
15th
How to Craft the Right Insurance Policy for Your Brewery

There are about 5,300 active breweries today across the U.S. That’s the most ever — and the number has increased sharply in just the last 10 years. If you’re a brewer, you already know this: The joy of brewing is not just about creating that perfect glass of ale; it’s also about seeing people enjoy […]

May
5th
Shackleton’s Leadership Lessons from the Bottom of the World

In 1914, Sir Ernest Henry Shackleton and his crew of 28 men set off for Antarctica to become the first people to ever cross the continent via the South Pole. He led the explorers on what is considered one of the greatest undertakings and leadership stories in recorded history. He called his expedition “The Imperial […]

Apr
26th
Final Rule Addresses ACA Marketplace Stability

The Centers for Medicare and Medicaid Services (CMS) has issued a final Market Stabilization Rule that is intended to help lower premiums and stabilize the individual and small group markets as well as increase health insurance choices in markets that are threatened by insurer exits.

Apr
12th
Looking for top talent? Employers need to nail the interview.

If you were a candidate interviewing for a job, you’d probably receive the advice, “Preparation is key.” But even on the other side of the table — as an employer interviewing candidates for an open position — the same recommendation applies.