high school grads

High School Grad? Here’s Smart Financial Tips To Help You Launch

We’re thrilled to see our very own Anthony LaBrake, CFP® sharing financial tips for high school grads with MSN.com’s MoneyTalks News. If you have a new high school grad in your house, make sure to direct them to this article so they can start down the path to financial adulthood on the right foot. Anthony […]

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Major Comcast Phone Outage June 6, 2018

See that big red spot down by Cuba? That’s us. There’s apparently a nationwide phone outage affecting Comcast business customers. When you call us, our business lines may ring busy. Please contact us via email for the time being while Comcast works to fix this. We apologize for the inconvenience!

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retirement beach

Behind The Curve On Saving For Retirement? Here’s A Simple Fix

Many people don’t start saving for retirement until they hit their 40s and 50s. That can make it tough to get back on track. So here’s a simple fix. If it’s hard for you to get more money into your retirement accounts, consider pushing back your retirement date instead. Recent research detailed in today’s Wall Street […]

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stacey cunningham

After 226 Years, NY Stock Exchange Finally Has A Woman President

“The NYSE named a woman as president. Thirty years ago, its lunch club didn’t have a ladies’ room.” – Headline from the May 22 Washington Post It took 226 years, but Stacey Cunningham will soon take over as the first woman President of the New York Stock Exchange. The lesson: get your foot in the […]

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Get Ready For Hurricane Season: 5 Lessons From Hurricane Irma

Get Ready For Hurricane Season: 5 Lessons From Hurricane Irma

Attention, East Coast residents.  It’s hurricane season again! The season officially runs from June 1 to November 30, so start thinking now about what you need to do to get ready. Last year, our state was hit by Hurricane Irma, the most powerful storm ever recorded in the Atlantic Ocean. It killed over 75 people in […]

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What’s Ahead For Housing Prices?

What impact will tax reform have on housing prices? You’re probably aware that real estate taxes (and other local and state taxes) are only deductible up to $10,000 per year. There are also new caps on deductible mortgage interest. What does this mean for home prices? Here’s some insights to help forecast where home prices […]

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Quote Of The Week: Is The Stock Market Correction Over?

Just when they think they’re out of the woods, investors keep getting pummeled by a stock market that can’t seem to make up its mind whether it’s headed up or down. Anne Kates Smith, Senior Editor, Kiplinger’s Personal Finance, “Is the Stock Market Correction Over?” May 10, 2018  

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What Every Divorced Woman Should Know About Social Security Benefits

We’ve had more than a few meetings in our office recently with women clients, talking about improving their retirement readiness and the benefits they can expect to receive from Social Security. We have to admit that there is little that is more complicated, even for financial professionals, than the ins-and-outs of Social Security. Not to […]

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Does Your Budget Need A Lyft? Why It Might Be Time To Ditch The 2nd Car

Here’s a quick tip that may help you save money if you’re retired or not actively commuting to work each day. It costs about $8,469 on average to own and operate a new vehicle in 2017 (or $706 each month), according to a new study from AAA. It may be cheaper to ditch the second car […]

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Memorial Day 2018

Memorial Day 2018

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