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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!

Thursday, March 12, 2026

How to Choose the Best Financial Advisor in Bucks County, PAChoosing the right financial advisor is one of the most important decisions individuals and families can make when planning for retirement, managing investments, and building...

Wednesday, May 21, 2025

Anthony Petsis & Associates proudly announces that all four of its financial advisors have been recognized as InvestmentNews 5-Star Financial Planners for 2025. This distinguished honor underscores the firm's unwavering commitment to...

Tuesday, March 11, 2025

With recent government layoffs impacting thousands of employees, many are left wondering: What happens to my Thrift Savings Plan (TSP) account? If you’re facing a transition, now is the time to take control of your retirement savings.

Monday, March 3, 2025

Many investors are given a so-called "magic number"—a fixed dollar amount they are told they’ll need for retirement. However, these estimates, often based on generic formulas, and fail to account for individual financial realities.

Wednesday, February 5, 2025

The Tax Cuts and Jobs Act of 2017 introduced the Qualified Business Income Deduction (QBID), a significant tax benefit for self-employed individuals and small business owners.

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Thursday, May 9, 2024

In an era where convenience often reigns supreme, food delivery services like Grubhub, Doordash, and Uber Eats have become an integral part of many people's lives. With just a few taps on a smartphone, you can have your favorite meal...

Thursday, February 15, 2024

As we approach the 2023 tax filing deadline, we wanted to reach out to provide you with some information that may be helpful. Furthermore, the current tax laws are constantly changing, especially with the sunsetting of the Tax Cuts and...

Monday, February 12, 2024

What are we talking to clients about this week? Navigating Retirement After Loss: Empowering Divorced and Widowed Clients As financial professionals, we understand that retirement planning goes beyond numbers; it's about helping our...

Monday, February 5, 2024

We recognize the importance of ensuring the safety and security of our clients, especially those in the senior community. As part of our commitment to ethical and responsible business practices, we prioritize measures to protect our...

Wednesday, December 13, 2023

As we approach the end of the year, it's essential to consider tax-efficient strategies that also support causes close to our hearts. Qualified Charitable Distributions (QCDs) present a powerful opportunity for individuals aged...

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...