Pultro Financial Management

Pultro Financial Management Retirement and Financial Planning

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
07/23/2025

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

The truth is a little more complicated with these personal finance idioms.
07/21/2025

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

What every parent needs to know about insuring his or her teen driver.
07/18/2025

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
07/16/2025

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

10 tips that can head-off marriage money problems.
07/14/2025

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
07/11/2025

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
07/09/2025

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

Where will your retirement income come from? Do you know all the choices available?
07/07/2025

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Start building your child's financial future today with these key points to know about Roth IRAs.
07/04/2025

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

If you died, what would happen to your email archives, social profiles, and online accounts?
07/02/2025

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Check out this video on taxes.
06/30/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Address

926 Town Center
New Britain, PA
18901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+12154893876

Website

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