Penica, Place and Associates

Distributions from 401(k)s and traditional IRAs become required after age 72. Penica, Place and Associates can help you prepare to take required minimum distributions while staying focused on your long-term goals.

Meet our associate advisors, Marcos Herrera, Eric Cain, and Sean Hoffecker. If you need financial advice, one of these gentlemen can help!

While Medicare covers some health care expenses in retirement like doctor visits, other routine care like eye exams won’t be covered. Let’s connect and make sure you’re prepared.

According to a recent survey by CreditCards.com, 45% percent of parents with adult children have provided financial support during the coronavirus pandemic and of those 79% said the funds would have otherwise gone towards their own personal finances.

Stocks have treaded water since mid-April. Ameriprise Chief Market Strategist David Joy discusses what’s behind current conditions in markets.

Give a gift that can make a difference long into the life of a child a head start on growing their finances.

Best wishes for a peaceful holiday season.

Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.

It can be a tough balance to strike providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.

Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.

Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.