John Teixeira – Certified as an Accredited Estate Planner (AEP)

pfg private wealth management

We are excited to announce that John Teixeira was recently certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils (NAEPC). The Accredited Estate Planner (AEP) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and re-certification process.

Great job John!

PFG Private Wealth Portal

Did you know that you can manage all of your accounts on-line through our Private Wealth Portal?

The portal offers you the ability to:

*View account holdings and values

*View your asset allocation

*Create and monitor a budget

*Check your progress toward your financial goals

*Store important documents and files in the secure Vault

*And so much more!

If you haven’t logged in, ask your advisor for assistance.

2017 Tax Forms

Financial Institutions generally issue 1099s and other tax forms in mid February of each year. You should expect to recevie your tax forms in the mail at the end of February or early March. For accounts held with TD Ameritrade, you can also access your tax forms on-line through their website:

2017 IRA Contribution Deadline and Limits

You still have time to make a contribution to an IRA for 2017. The IRS allows you to make the contribution anytime before the tax filing deadline, which is April 17th this year. If you are under 50, the limit is $5,500 and if you are 50 or older, the limit is $6,500. Contact your advisor if you are interested in making a contribution.

Regrets By Retirees

retirement planning

Have you ever tackled a DIY (Do-It-Yourself) project and in the end regret how it turned out? Or when you read the online forums it said the average time was thirty minutes and two hours later you’re still at it? Well I have and half way through I wished I would’ve paid someone to do it. Life is full of failures and with it inevitably come regrets. In the end you have two options: learn and improve or sulk and stink. Retirees tend to look back more than others and some of their wisdom may be worth listening to.

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