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February 09, 2012 @ 07:09 AM

Dow Jones Industrials 12,883.95+ 5.75
Nasdaq Composite 2,915.86+ 11.78
S&P 500 1,349.96+ 2.91

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Brandon Bay, Managing Partner
Andrew Meselson, Partner
Susan Chung, CLU
Joseph Hong,
Jong Ho Park, CPA

Under the leadership of Brandon Bay, PAG has hosted the Annual Advanced Planning Conference to provide professional financial information and advanced planning ideas to the Korean American CPA Society of Southern California (KACPA).  KACPA, as well as  many attorneys have also recognized PAG as a top financial group based on  PAG's integrity, unique resources, and innovative and practical financial strategies. PAG's reputation for the highest  level of professional ethics and reliability provides clients with an extrememly high level of confidence in the programs and products PAG recommends and helps implement.

 

 

 Areas of Service Provided by PAG

•Estate Conservation Strategies

Retirement Planning

• Asset Management Accounts

• Wealth Preservation & Accumulation Strategies

• Business Planning• Buy-Sell Plans

• Life Insurance for Key Person

• Deferred Compensation & Executive Bonus Programs

•  401(K) & other Company Sponsored plans

 

 

 

 

 

 

 

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Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

More Newsletters →

Calculators

Risk Tolerance

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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