Professional Financial Associates - PFA

04/20/2026

You saved carefully for decades. Enjoying that in retirement isn't irresponsible. It's the point!! A good read on reframing financial wellness in retirement.

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

04/13/2026

Big News! We're thrilled to welcome Aliza Ogden to the PFA team as our new Director of Operations. Aliza brings deep experience in client service and legal and financial documentation, and we couldn't be more excited to have her on board. Welcome to the team, Aliza! 🎉

04/08/2026

New tax laws mean new opportunities for scammers. If something sounds too good to be true, it probably is. Worth a read before filing season wraps up!

Scammers are taking advantage of confusion surrounding new deductions for tips, overtime and seniors. Here’s how to spot the warning signs.

03/11/2026

Grateful for another year of sap collection, boiling & bottling in the Monty Sugarhouse!

03/05/2026

In many relationships, partners approach money very differently. One person may enjoy planning ahead, while the other feels overwhelmed by the topic. How would you handle this situation?

For Love & Money is a column from Business Insider answering relationship and money questions. This week, a reader is frustrated that his partner of nearly a decade is avoidant with financial planning.

02/14/2026

Plan for a life (and all of the people) you love. Happy Valentine's Day!! ❤

02/11/2026

We’re so proud of all Abe does to support this wonderful organization!

01/28/2026

Well said!

01/23/2026

Setting financial goals works best when you think in time horizons.

• Short-term goals focus on the next 6–12 months, such as building an emergency fund or paying down high-interest debt.
• Mid-term goals often span 2–5 years and may include saving for a home, education costs, or a career transition.
• Long-term goals look further ahead and typically include retirement and legacy planning.

Breaking goals into clear timeframes can make priorities easier to manage and progress easier to track.

If you are unsure how your goals fit together, a conversation can help bring clarity. Reach out to our team to start planning with purpose.

01/01/2026

Happy 2026!!!!