Professional Financial Associates - PFA

08/07/2026

The work matters to us. Taking ourselves too seriously does not. Last night, we enjoyed a summer evening on the waterfront, complete with custom shirts and plenty of laughs. Grateful for a crew that shows up for clients and knows how to enjoy the moment.

06/29/2026

The PFA team traded the office for the river yesterday. Hard to beat a Vermont summer. 🛶

06/08/2026

Retirement can be quite a dramatic lifestyle shift. This is a great read on what to expect in that first year and why thinking beyond the numbers matters.

What is your life actually going to feel like when you retire? Because for many people, the first year of retirement is not what they expect.

04/20/2026

You saved carefully for decades. Enjoying that in retirement isn't irresponsible. It's the point!! A good read on reframing financial wellness in retirement.

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

04/13/2026

Big News! We're thrilled to welcome Aliza Ogden to the PFA team as our new Director of Operations. Aliza brings deep experience in client service and legal and financial documentation, and we couldn't be more excited to have her on board. Welcome to the team, Aliza! 🎉

04/08/2026

New tax laws mean new opportunities for scammers. If something sounds too good to be true, it probably is. Worth a read before filing season wraps up!

Scammers are taking advantage of confusion surrounding new deductions for tips, overtime and seniors. Here’s how to spot the warning signs.

03/11/2026

Grateful for another year of sap collection, boiling & bottling in the Monty Sugarhouse!

03/05/2026

In many relationships, partners approach money very differently. One person may enjoy planning ahead, while the other feels overwhelmed by the topic. How would you handle this situation?

For Love & Money is a column from Business Insider answering relationship and money questions. This week, a reader is frustrated that his partner of nearly a decade is avoidant with financial planning.

02/14/2026

Plan for a life (and all of the people) you love. Happy Valentine's Day!! ❤

02/11/2026

We’re so proud of all Abe does to support this wonderful organization!