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graduation

Planning For College: Better Start Early!

If there’s one secret to paying for college, it’s “start early.” Mari spoke with reporter Brian Ballou of the Sun Sentinel as part of a special media section on higher education and preparing for college. For most families, college is one the biggest financial challenges they’ll ever face. Starting early to save money and plan for […]

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How Your Kids Can Be Millionaires By Retirement

Every parent wants the best for their kids. But smart parents know that encouraging their kids to save can give them a serious head start on a million dollar nest egg. Contributing Editor Kim Lankford of Kiplinger’s magazine talked to Associate Client Advisor Anthony LaBrake, CFP® in our office about how opening a Roth IRA can get your child […]

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anthony & cybersecurity

Keep It Safe!

That’s our Associate Client Advisor Anthony LaBrake CFP®, leading last week’s employee training on cybersecurity. Our goal: keep you and your assets safe! In the news this week: more hacks at a major retailer. How can you protect yourself? Here’s some important tips to keep you safe at home:  Use complex passwords mixing letters, numbers, […]

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safe with money

Upcoming Changes To Schwab Money Markets

Our Schwab clients will shortly see changes to their money market accounts. Clients will be moving to Schwab’s Bank Sweep feature, which allows uninvested cash to earn interest, enjoy FDIC-insured protection, and remain readily accessible for purchasing investments and managing daily expenses. At many brokerage firms including Schwab, money market funds and cash sweep accounts were […]

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middle age couple

If You Could Turn Back Time …

If something happened to you or a loved one tomorrow, would your finances be in good hands?  Or would you (or your loved ones) be scrambling to find statements, pay bills, and locate passwords? Are you ready for the unexpected? Or would you need a “do over” to handle things better the second time around? Women, in […]

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telescope weathervane

Watch Out For These Changing Tax Deductions In 2018! (And What You Need To Do Now)

The Tax Cuts and Jobs Act, passed last year, will change the way you can deduct expenses on your 2018 taxes. The new tax regime is expected to lower taxes for the vast majority of Americans, as well as small-business owners — at least until the cuts expire after eight years. Here’s a brief summary of how your […]

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wine cheese

Save The Date: Thursday, March 15 Wine & Cheese Event

Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special  Wine […]

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Welcome, New AFA Team Members!

Please welcome two new team members who recently joined the firm! Nadia and Anthony look forward to meeting all of you, so please take a moment to say hello next time you call. Client Services Associate Nadia Rullo earned her B.A. from Florida International University, where she majored in Business Administration and Finance. Nadia was born […]

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Fidelity 2018-02 final

Women Financial Advisors Make Time For Miami Networking

There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]

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candle vigil

South Florida Mourns

Our South Florida community is grieving the loss of so many innocent and promising lives. Many in our area are affected by these tragic events. As parents, friends, and neighbors, our sorrow cannot be put into words. To all those affected, please know we are thinking about you, your families, and all those in the […]

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