Understanding Today’s Financial Environment
Welcome, I’m Philip Pursino, a financial professional in Garden City, New York. We at Pursino Advisory Group LLC understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (516) 240-8088.
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.