Broker Check


Stay informed about the financial world and retirement plans with Anne, who specializes in retirement plans for teachers. Explore regular updates on the best plans for various cases, contribution limits, and changes. Discover the latest developments at PFS and join our new blog to stay in the loop!


Tuesday, April 9, 2024

Support children's education! Join our Book Drive at Personal Financial Strategies. Donate great condition preschool books for a great cause.


Wednesday, April 3, 2024

Beware of tax scams! Learn how to spot and avoid scams during tax season. Stay aware and protect your finances.


Tuesday, March 5, 2024

Join us in making a difference! Donate gently used children's books for preschoolers in New Hampshire. Let's spread the joy of reading together!


Tuesday, February 27, 2024

Explore the new year with Personal Financial Strategies: market insights, 2024 contribution updates, and exciting team news. Discover market trends and investment opportunities.


Tuesday, February 20, 2024

Get ready for the 2024 tax season! Understand filing statuses and tax brackets to make informed decisions.


Show All

Tuesday, February 13, 2024

Strengthen your online defense with multi-factor authentication, strong passwords, and regular software updates. Stay informed about cyber threats and report any suspicious activity.


Monday, February 5, 2024

Discover the differences of educator retirement plans: 403(b) vs. 457 plans. Uncover key features, contribution limits, and withdrawal rules. Tailor your choice to align with your financial goals.


Wednesday, December 20, 2023

This month, we're excited to feature artist Amy Alterisio, a junior at the UNH, showcasing her oil paintings that beautifully capture the essence of New England. Celebrate her talent and our community's beauty!


Monday, December 18, 2023

Stay ahead in your 2024 financial planning with the latest updates from the IRS. Driven by high inflation and financial uncertainties, these changes impact retirement planning. Explore the details in our latest blog post to prepare for your


Thursday, June 25, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...


Wednesday, June 17, 2020

On June 11, equity markets fell sharply, with declines in excess of 5% for the S&P 500 Index and Dow Jones IndustrialAverage. While notable, the magnitude of these moves is rather ordinary and can be expected to occur throughout a...


Wednesday, May 20, 2020

Did you know that the origins of spring cleaning date from when fireplaces heated homes? Through the fall and winter, soot would build up throughout the house, and when the weather warmed, a little clean up was required. “Spring...


Wednesday, May 13, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...