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.
Estate Planning - Part 4: Understanding long-term care options
In this last part of our 4 part series, we focus on understanding how care is delivered later in life and the various options the family should consider. Long term care impacts 70% of Americans over the age of 65. Historically, the...
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Estate Planning - Part 3: Understanding the role as executor/executrix of an estate
In our first two parts of the series we focused on the conversations with family members and how to facilitate the discussion. In this part, we are going to focus on understanding the role of the executor/executrix of an estate. The...
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Estate Planning - Part 2: Discussing estate planning with your child(ren)
In our first post, we focused on the discussion between you and your parents but unlike a discussion between you and your parent(s), the discussion between you and your child(ren) should focus on your desires and plans. When...
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Estate Planning - Part 1: Discussing estate planning with parents
No one likes to talk about death with family members or friends and yet death is the only guarantee in life. So we are not surprised when working on estate plans with clients to be asked about how to start the conversation with their...
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Tempted to leave your job? You may be earning more than you think
Are you one of the tens of millions of workers quitting their jobs this year or considering a similar change? Whether you’re looking for another career opportunity, downsizing your working life, or embracing full financial...
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Home prices are up—What should homeowners do?
Home prices are up—What should homeowners do? Like many homeowners I work with, you see the value of your property increasing and may be wondering if there’s anything you should do from a financial planning perspective. The...
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Start with "Why", then settle on the "What"
When speaking with people about what they want to achieve financially, I often hear loosely defined goals like “I want to retire early,” “I don’t want to worry about money,” or “I want to buy a...
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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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