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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, 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...