Senior Wealth Advisor Daniel Yoo Recognized in National Ranking of Advisors to Watch
Daniel Yoo, Senior Wealth Advisor with the PBMares Wealth Management team, was recently recognized in AdvisorHub’s 2025 ranking of Advisors to Watch.
Why Life Insurance Matters for Real Estate Investors
Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.
Webinar Recording | Avoiding Medicare Mistakes in Retirement
This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan. PBMares Senior Wealth Advisor, Daniel Yoo talks with Margo Steinlage Kreider, J.D., of Steinlage Insurance Agency.
Retirement Planning: Shifting Your Mindset from Saver to Spender
Throughout the working years, many individuals focus on saving and planning for retirement. When that day finally arrives, the shift from saver to spender can feel uncomfortable. Planning early and often can provide peace of mind. Learn more.
Retirement Is Not Just About Wealth. It’s About Well-Being.
Before deciding to retire, it’s essential to ensure financial readiness. There are several opportunities and risks to consider before retirement. Learn the most common considerations.
Navigating Private Sector Workforce Reductions in 2025
Whether you’ve been impacted by workforce reductions or simply want to prepare for uncertainties ahead, this article will help you take a proactive approach. Here are 3 points to consider.
Embracing Discipline in an Unpredictable Market
As we reflect on recent market performance and plan for the quarters ahead, it’s a good time to revisit timeless investment principles. Rather than chasing predictions or overcomplicating strategies, two key lessons from the past quarter highlight why simplicity and discipline often lead to better outcomes in investing.
RMD Guide | Tax Strategies & Wealth Management
For those with tax-deferred retirement accounts — like traditional IRAs or 401(k)s — it's critical to understand how and when to begin withdrawing funds.
Is Early Retirement the Right Choice?
Federal employees facing layoffs or considering early retirement likely find themselves evaluating financial strategies and career options. What should you consider and how may you be impacted?
2025 Outlook: 3 Common Trends in M&A Activity
Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.