Why Choose Professional Planning Services?
Professional Planning Services is a holistic financial planning firm based in New Jersey, but we proudly work with people across the country. We have specific expertise addressing the needs of high-income earners, professionals in the pharmaceutical industry, families with college-bound students, and small business owners.
At PPS, we use a “Comprehensive and Transparent Approach” to our services. This means, we are giving a complimentary second opinion at no cost for the review of interested parties. You may be asking yourself — why offer this at no cost? Because we believe that a thorough review can speak for itself. The better question would be why hasn’t your current advisor addressed potential gaps in your plan? We’re confident that in reviewing existing plans that we can find areas that may need to be addressed.
No matter where you are on your financial journey, we are happy to consult with you and help you map out a strategy to reach your financial goals and dreams.
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Why 59 1/2 is an Important Age
Prepare for 59 1/2
You’re nearing your 60th birthday, which doesn’t seem as significant a milestone as the moon landing or important birthdays like 16, but that’s where you’re wrong! Turning 59 ½ is almost as exciting as when you turned 16 and could drive because at 59 ½ you can withdraw from your retirement accounts without incurring a penalty. Hopefully you’ve been taking advantage of the ability to contribute extra money to your retirement accounts since you turned 50. You’re also nearing the age at which you’re eligible for Social Security benefits and Medicare. Keep reading to learn about your retirement options and how you can successfully transition into retirement.