FacebookLinkedInInstagram
Alerts

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.

2025-06-30T15:37:18-04:00June 30, 2025|Categories: Construction and Real Estate, Estate and Trust, Retirement, Wealth Management|Tags: , |

Webinar | Avoiding Medicare Mistakes in Retirement

This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan. Join PBMares Senior Wealth Advisor, Daniel Yoo, and Margo Steinlage Kreider, J.D., of Steinlage Insurance Agency.

2025-06-25T15:28:36-04:00June 25, 2025|Categories: Retirement, Wealth Management, Webinar|

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.

2025-06-03T13:34:28-04:00May 20, 2025|Categories: Retirement, Wealth Management|Tags: |

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.

2025-05-20T13:44:54-04:00May 13, 2025|Categories: Retirement, Wealth Management|Tags: |

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.

2025-03-31T16:02:15-04:00March 31, 2025|Categories: Wealth Management|Tags: |

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.

2025-06-03T13:31:43-04:00March 6, 2025|Categories: Tax: Business, Transaction Advisory, Wealth Management|Tags: , , |
PBMares is a Mid-Atlantic top 100 Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals across Virginia, North Carolina, Maryland and Washington DC including Hampton Roads, Shenandoah Valley, Virginia Peninsula, Tidewater, DC Beltway, Metro DC and Central Virginia. We focus on serving clients in construction/real estate, financial institutions, government contracting, hospitality, private clubs, healthcare organizations, not-for-profit organizations and state and local governments. Beyond this, we have specialties in cybersecurity, cloud accounting, forensic accounting, and wealth management.
Copyright 2023 PBMares LLP. All Rights Reserved. Privacy Policy & Legal Disclaimer.
Go to Top

As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.

Click to Continue