As you reach the late stages of life, estate planning becomes more and more crucial to ensure smooth delivery of assets to your heirs. In this article we will explore some insights on how to build a plan that best suits your own needs, and the needs of those who will survive you.

End of year is a perfect time to assess your current tax obligations, and what steps you can take to impact them. Being proactive in your planning can be very beneficial to you - find out more in this article.

At PTM Wealth Management, its important to us to understand your goals in retirement as they evolve. Reviewing and updating your financial plan is a crucial part of this process. Find out more in this article.

Being charitable can be a meaningful experience and is a way to put your core values into practice, here are six strategies to help you maximize your charitable giving impact.

Navigating Social Security benefits effectively requires strategic consideration and timing. Check out this article for some helpful insights.

Managing your family’s finances can feel overwhelming, especially when you’re juggling many responsibilities at once. Fall is a great time to work on your family financial plan; find out more in this helpful article.