tax season plunder

Timely Tax Tips To Keep You De-Stressed During Tax Season

It’s tax season again! Here’s some helpful tips for clients that we hope will make the season less stressful: Due to local holidays in some regions, you have a few extra days to file your taxes and to make IRA and Roth retirement contributions. The tax deadline this year is Tuesday, April 18, 2017. If you’re a candidate […]

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David Cassidy

Finding The Happy Medium Between Today And Tomorrow

Sad news today as former Fort Lauderdale resident and Partridge Family 1970s teen heart throb David Cassidy revealed he has dementia and has stopped performing. Many of our clients and their families have suffered profoundly from this disease. Dementia devastates those who suffer from the illness and also those who care for them. This is undoubtedly one of […]

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janet yellen 2017

Janet Says: Here’s Why The Market Is Going Up

Janet Yellen, Fed Chairwoman, has a pretty good handle on the economy. And she has a theory about why the market is on a tear, which she shared this week during her testimony in front of the House Financial Services Committee. It’s not really about the market fundamentals, she says, or what has already happened. It’s […]

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Taking A Peek Behind The Robo Advisor Curtain

Many investors have heard about “robo advisors,” which is the industry’s nickname for the automated investment platforms that manage your money according to a predetermined investment allocation. In fact, we offer an automated investment solution, or “robo advisor,” through our own firm, called AFA Advantage. The genius of these automated programs is that they provide an inexpensive investment alternative […]

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gator dancing

Galloping Gators! UF Applications Reach New Record

I’m not a Gator, but our state is full of them, with thousands more beating on the doors to get in. Florida Trend reports that “applications to the University of Florida reached a new record this year, with more than 34,000 prospective students vying for admission” in 2017. That’s an increase of nearly 8 percent over […]

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one size fits all funny

When “One-Size-Fits-All” Falls Short

Target-date funds are a popular option in most 401(k) accounts. Just pick the year you’ll retire, they pick the investments, and you’re all set. Heck, when clients ask us to review their 401(k) accounts, we’ve been known to pick a target-date fund or two. And why not? They make sense when you’re pressed for time, […]

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Women Bouncing Back Better After Middle-Life Divorce

It’s not just your imagination. The divorce rate for couples over the age of 50 – dubbed “grey divorce” – has doubled since 1990. A new survey reported by Investment News finds that “women are coping with the challenges better than men,” meaning that women are far more likely to adopt positive financial behaviors post-divorce than […]

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wedding-beach

Cheat Sheet: When Is It OK To Help Out The Kids?

No need to be ashamed. We know that parents often get roped into paying a bill or two for their grown-up kids. (Full confession: I’ve paid more than my share!). In fact, more than half of parents surveyed admit to having helped out the kids financially within the last 12 months. But there’s nothing more agonizing […]

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The Changing Prairie

Quote Of The Week: Johnny Can’t Understand Money. And Why That’s a HUGE Problem.

We hear it all the time. Young Americans struggle with basic concepts like budgeting, saving, interest, and debt. So how are they ever going to navigate the world of personal finance and save for retirement? The National Endowment for Financial Education (NEFE) – an organization that supports financial education efforts across the U.S. – explains why understanding personal […]

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How To Avoid Falling Hook, Line & Sinker For ‘Phishing’ Emails

You can never be too vigilant when it comes to email safety. That’s why we wanted to share 7 simple email tips from top tech and security experts to help keep you safe from a malicious ‘phishing’ expedition. If you’re not familiar with the term, ‘phishing’ emails are fake or deceptive emails sent by cybercriminals who are fishing for victims. […]

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