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harry-potter

Harry Potter Star A Wizard At Saving Money … Without Using Magic

British actor Daniel Radcliffe has starred as Harry Potter in all 8 films of the series, which have grossed over $7.7 billion worldwide at the box office. The 27-year old hasn’t done too badly himself, raking in over $92 million in earnings. He earned a very “modest” $145,000 with the first film, increased to $3 million […]

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kiplinger's june 2016

Boca High School Teacher Brett Burkey Featured in Kiplinger’s

Yes, that is indeed Spanish River High School econ teacher Brett Burkey in this month’s Kiplinger’s magazine! Seems Kiplinger interviewed Burkey back in 2006 to talk about the investment strategy he used in his own retirement portfolio, and checked back in with him this month for a quick update. Burkey teaches economics at Boca’s Spanish River […]

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miami to havana onboard

Smooth Sailing: Racing From Miami To Havana

A shout out to our friends Captain Ron Schaper and his wife Andrea Dowling, who forwarded this story with Andrea’s photos from SAIL Magazine covering the Inaugural Miami to Havana Race. Ron and crew made the crossing back in February. While they didn’t win, they had a great experience and enjoyed the Marina Hemingway party at the end, “complete with […]

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on the path cropped

What I Learned During A Week In Greece

When I tell people I just came back from a week in Greece, most people exclaim something along the lines of “Greece! That’s my favorite place!” But just as many people seem fearful of travelling there due to concerns about political protests and the refugee crisis. After listening to American media coverage, it’s often hard to know what to […]

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FPA-Rachel-Stephanie

Three Decades Of Change For Women Investors

Have things really changed for women investors over the past three decades? Absolutely, and for the better, said top women investment advisors invited to participate on our women’s panel at the September 16 Financial Planning Association event in Fort Lauderdale. Panelists included Linda Lubitz Boone, CFP®, President and Founder of the Lubitz Financial Group in Miami, Carolyn […]

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tahiti sailing

Sailing Off In Pursuit Of Your Dreams

Maybe it’s just a coincidence, but this past week we were presented with two perfect examples of how good planning can help you sail off in pursuit of your dreams. That photo on the right was taken by Ron and Andrea, who just returned from an incredible sailing trip exploring the French Polynesian islands of Bora Bora […]

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symphonia 2

Orchestrating A Second Act

It’s not surprising that a woman who has spent a lifetime mastering the “encore” career should be reinventing herself, yet again, as one of the behind-the-scenes supporters of Symphonia, Boca Raton’s world-class classical music orchestra. While many people see retirement as a time to slow down, Boca Raton resident Susan Kaye keeps busy by finding new […]

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woman entrepreneur 2

Starting A Business At 55+

More workers age 50+ are convinced that it’s time to take the reins into their own hands. Some feel shut out by the corporate world, victims of age bias, others just want more control over their future, or space to spread their wings. But today, many experienced workers are deciding it’s not too late to […]

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film noir

Women: Ghosts In Their Own Financial Lives

How can you live for over seventy years and not leave a trace? This isn’t a film noir about international espionage.  It’s a daily reality for some American women who, because they do not work outside the home, have no financial existence or identity. It’s a case of misguided legislative action, or good intentions gone wrong. […]

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women group t coffee

Help! My Long Term Care Premiums Went Up 44%!

Imagine getting a notice in the mail saying your annual long-term care insurance premium was going to increase a whopping 44%! That’s exactly the situation faced by one of our clients in early April. Here’s how she handled it, and why, even after the increase, she thinks her long-term care policy is a great deal. Why the rate […]

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