Blog
What’s on our mind? You can hear from us about it in our blog. Whether it’s ideas from the industry or emerging trends, you can hear from us here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you coming along.
2021 Q2 Pegasus Financial Planning Update
As the weather heats up and the summer travel season kicks off, we wanted to give you an update on the second quarter. The video below will update you on everything going on behind the scenes at Pegasus Financial Planning....
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Age-Based Milestones That Guide Your Retirement Planning
Whether retirement is right around the corner or still years away, there are important milestones and decision points that we plan for on your journey. Tax breaks, Social Security, Medicare, and when you must take money from certain...
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The Pegasus Experience
We are asked what separates Pegasus Financial Planning from every other financial firm so we decided to share this video. This video highlights what we refer to as the Pegasus Experience. We strive everyday to keep the "person" in...
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Congrats you're in love: Marrying your significant other and their finances
Congrats you're in love: Marrying your significant other and their finances As relationships become serious, a couple may eventually want to share financial decisions. This is a critical test of a relationship – and a test not...
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2021 Q1 Pegasus Financial Planning Update
Spring is here and we at Pegasus Financial Planning want to update you on all of the great things going on. We continue to find new ways to serve clients and to ensure that you are always top of mind. The video below will update you on...
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Tax Season - Part 2: What should I look for in my return?
Tax season, that time of year between January 1st and April 15th for individuals, families, and small business owners to file their taxes. We wait anxiously in late January and early February for our W2s, 1099s, and other financial...
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Tax Season - Part 1: Do I need an accountant?
Tax season, that time of year between January 1st and April 15th for individuals, families, and small business owners to file their taxes. We wait anxiously in late January and early February for our W2s, 1099s, and other financial...
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GameStop: A financial planning perspective
GameStop Corp. stock, which trades on the New York Stock Exchange, became the pawn of an unusual power struggle between hedge funds and retail investors led by an investing forum on Reddit One of the leaders of the GameStop buying...
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