Blog | Petrovic Financial Services

Jul 1, 2014

In this edition, we discuss the financial markets through the 2nd quarter of 2014, elder care resources, an update on...

Jul 1, 2014

Over the past few years, several of our clients, who are in Required Minimum Distribution mode (over age 70 ½), have...

Jun 25, 2014

Over the years, clients have occasionally asked us if we knew anyone would who could help them manage elder care...

Jun 25, 2014

On April 16th our guest speaker Eileen Dunn gave her Long-Term Care from a Health Care Perspective presentation. Those...

Apr 3, 2014

In this edition, we discuss the financial markets, why having family conversations about elder care is important, and a...

Mar 30, 2014

Raymond James recently released its Economic and Market Outlook for 2014. In addition to these videos, there are also...

Mar 20, 2014

Our newsletter contains some helpful information regarding Target's data theft, including links to Target's data theft...

Mar 1, 2014

This two-page PDF from Raymond James provides a nice overview of couples' Social Security options. Download PDF