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New York: Briefings On What’s Ahead In The Investment World

It was a gorgeous afternoon in New York City today, as you can see from the photo I took in Times Square showing the beautiful blue skies, jewel-colored electronic billboards, and masses of New Yorkers, tourists, and school kids visiting the city. Living in South Florida, I have clearly forgotten exactly how many people you can […]

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Happy Mother’s Day!

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What’s Wrong With Washington? Gridlock, Partisanship & Fake News

Historian, book author and professor Dr. Robert Watson of Boca’s Lynn University stole the show at the 37th annual conference of the South Florida Financial Planning Association (FPA). His dynamic presentation on dueling, name-calling and all-round bad behavior in Washington made him the undisputed ROCKSTAR of the event, helping to give the 100+ financial planners in attendance […]

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Sorry For Any Inconvenience, But …..

Sometimes we want to help out, but we’re just not allowed to do so. Here’s a recent example. We were recently reviewing retirement investments for two different clients, and asked for updates on their workplace 401(k) accounts. Both clients offered to provide us with their account user IDs and passwords so we could sign in and look at […]

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Ask The Expert: Everything You Always Wanted To Know About Long-Term Care Insurance

A sincere thank you to Bill Dyess of Dyess Insurance Services!  Bill was our “expert” guest today, and graciously shared his insights and knowledge of long-term care insurance for clients and guests at a lunchtime seminar in our office. Bill has more than 35 years of experience in the insurance field and specializes in long-term care. (How’s that […]

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Please Welcome Jennifer Young, Our New Client Services Associate

Please join us in welcoming Jennifer Young as the newest member of our team! We’re pleased to announce that Jennifer Young recently came onboard as our new Client Services Associate. She will be helping clients with their investment accounts and financial planning needs. Jennifer is from Boca Raton, and went to Florida State University where she received a bachelor’s […]

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Join Us For Our January 26th ‘Meet The Expert’ Lunch!

Questions about long-term care? Come join us for lunch on Thursday, January 26 at our offices and ‘Meet the Expert’. Our guest will be William “Bill” Dyess, one of South Florida’s most experienced long-term care experts, who is a fellow member of the South Florida Financial Planning  Association. This is a great opportunity to learn […]

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Our Resolutions – And Advice – For The New Year

It’s that time of year!  Millions of Americans start off the New Year with resolutions to lose weight, pay off debt, save more, and hit the gym. Here’s what’s on our “to do” list, along with some advice on how you can tackle your savings goals for 2017. What’s your top resolution for the New Year?   […]

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Last Minute News From Our Workshop

Like the elves in Santa’s workshop, we’ve been working hard to make sure everyone is ready for the 2016 year-end and well-positioned for the 2017 New Year. Here’s what that means: Taking your full Required Minimum Distribution (RMD) for the year from your IRA and other retirement accounts, so you can meet IRS requirements. Reviewing capital gains […]

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It’s A Wrap!

Happy Holidays! Sincere thanks to all our clients and friends who brought toys, gifts, and gift cards for us to share with Florence Fuller Child Development Centers. Florence Fuller is a nonprofit organization providing quality childcare and early education programs and family support to needy neighbors. Your gifts will help put a holiday smile on the faces […]

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