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Getting The Holiday Spirit: How You Can Save Taxes & Support The American Dream

There’s nothing more American than changing your life through the pursuit of higher education. That’s why South Florida’s  Broward College sponsors the American Dream Scholarship fund. It helps needy students cross the finish line to obtain their degree. The program has rigorous requirements, and benefits working, local students who are pursuing a degree in a high demand […]

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Celebrate The Season With Us!

We would love to see you! Please stop by to celebrate the holiday season with us Thursday, December 14!

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Getting The Holiday Spirit: Sharing & Giving For The Holidays

Underneath all the toys and decorations, the holidays are all about giving and sharing. Let us know what causes and groups you’re choosing to share with this holiday season.  We would be happy to spotlight some of the worthy groups you support. Here’s one group (and one that we support) that helps make a difference […]

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Don’t Look Now, But Economies Across The Globe Are All Looking Sharp

What’s the secret behind this year’s economic recovery? It’s the first time in many years that world economies are growing in sync. After the 2008 recession, Europe was mired in its own debt crisis, so even though the U.S. was slowly recovering, the rest of the world was not taking part in the rebound. Now, […]

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Getting The Holiday Spirit: Fort Lauderdale Historic House Tour

We’re getting in the holiday spirit! On Sunday we enjoyed a fabulous tour by trolley of Fort Lauderdale’s historic homes, starting with the 1914 “Parrot/Baxter House” (did you realize that these period homes still exist in so-new Florida and are being lovingly maintained by neighborhood families?), then stopping to visit several mid-century modern showplaces, and […]

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What’s Happening To Retail? And Here’s How You Can Benefit

Retail stores are closing at a record rate, according to Fung Global Retail & Technology, a retail think tank. There have been 5,300 store closing announcements in just the first six months of the year, making it the second worst year on record. But contrary to what you might believe, there are still attractive investment […]

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If Your 401(k) Could Talk, It Would Say “You’ve Come A Long Way, Baby”

It’s a milestone symbolizing how far women have climbed up the professional career ladder. The share of female 401(k) millionaires, or women who have amassed sums of $1 million or more in their retirement plans has doubled, observed Tara Siegel Bernard, writing in the New York Times just after Thanksgiving. In research conducted by Fidelity […]

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Giving Tuesday

You can make a difference and make the word a better place! Tuesday, November 28 is #GivingTuesday. It’s a special day, designed to celebrate a global day of giving, that takes place on the Tuesday following Thanksgiving. #GivingTuesday kicks off the charitable season, a time when many focus on their holiday and end-of-year giving. Want […]

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Giving Thanks

We would like to wish all our clients, friends, and families a very happy Thanksgiving! Thanksgiving is a time to slow down, give thanks, and appreciate all we have to be grateful for. We are deeply thankful for your support and friendship throughout the year, and appreciate your confidence in us. Counting you among our customers […]

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Need Financial Advice? Here’s Who Charges The Most

Many Americans don’t understand how much they pay their financial advisors, and it isn’t their fault, says Jay Shah, CEO of Personal Capital. You almost need a Ph.D. to decipher many firms’ schedule of fees and expenses, since details, charges and commissions can be hidden in the fine print or not disclosed at all. (We won’t […]

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