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Understanding Your Goals Perception vs. Reality The Cycle of Investing

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Our Professionals


Our team’s experience and specialized knowledge sets us apart from the average financial advisor.

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What?
PPS Can Offer You


PPS specializes in the implementation, education and operation of tax qualified retirement plans.

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Why?
The PPS DIfference


Our experienced professionals have helped many businesses and individuals just like you pursue their retirement goals.

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Understanding Today's Financial Environment

Welcome! I’m Anthony Tomasula, President of PPS Retirement Advisors in Williamsville, NY. At PPS, we understand that business owners and individuals face unique challenges as they prepare for retirement. Since 1968, PPS has been assisting Plan Sponsors with the design, implementation and operation of tax qualified retirement plans with a driven focus on employee education and outcomes.

On an individual level, our team of advisors can help take the mystery out of preparing for today and tomorrow. Whether the goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals.

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Helpful Content

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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.

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