What do we think? Whether it’s ideas from the industry, financial planning or new trends, you can read about it here. Once in a while, we may throw in a movie review or a hot take on Philadelphia sports. So keep checking in; we will do our best to post weekly. We will blog on ideas regarding personal finance that many of our clients are asking about and are interested in. Feel welcome to contact me at alex@apetsis.com with any questions or feedback!
Alexander Petsis CFP® ChSNC® |
Wednesday, January 25, 2023
The upstairs offices of Anthony Petsis and Associates are quite mysterious. We do not have a client meeting area upstairs, so the offices are reserved for the exclusive use of our advisors Tony, Alex and Heidi.As much as Tony and Alex...
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Anthony Petsis & Associates |
Wednesday, February 16, 2022
Annuities are tricky enough, but annuities in 401(k) plans add a new dimension to retirement investing.
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Anthony Petsis & Associates |
Friday, April 2, 2021
The American Rescue Plan Act of 2021 had many interesting components, one of which is 2020 unemployment compensation becoming tax free in certain situations. Many of those who filed early and fall under these provisions will likely...
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Alexander Petsis CFP® ChSNC® |
Wednesday, February 24, 2021
Budgeting is tough, but the 50/30/20 rules makes it slightly easier. Here is my (Alex Petsis's ) 2 part series on budgeting:
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Alexander Petsis CFP® ChSNC® |
Wednesday, January 27, 2021
"It's not what you make, it's what you take!" Robinhood is a popular smartphone app retain investors can use to easily and quickly trade stocks and cryptocurrencies.The ease and convenience of trading as well as the $0 explicit...
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