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Last Minute Moves Before The Elections

We are less than one week away from the elections, and frankly, we’re looking forward to putting this watershed moment behind us. There has been no shortage of commentary in the media, and for background on the elections and what they might mean (or not mean!) we would direct clients to previous articles we’ve posted […]

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2020-10 AARP Bulletin

Quote Of The Week: Where To Get Help Managing Your Retirement Money

Many people approaching or in retirement feel they need help managing their nest egg so it lasts throughout their entire retirement. Here’s a great Q&A with financial columnist Linda Stern (AskLinda@aarp.org) from this month’s AARP Bulletin, explaining why it’s so important to rely on a CERTIFIED FINANCIAL PLANNER™  professional who is a fiduciary.   Question: […]

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How Much Student Debt Is Too Much?

Almost half of all Americans who ran up student loan debt regret not choosing a cheaper college. That’s a mistake you don’t want to make. Excessive student debt can put you into a hole you can’t easily climb out of. Many grads struggle so much to make monthly payments that they have to put other […]

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4 Ways Women Can Stop COVID From Sidetracking Their Health, Wellness And Financial Plan

As a woman, I know how easy it is to put someone else’s needs ahead of my own. I think many women do it automatically when we have young kids at home, but it’s a pattern that often extends into the empty nest phase and even later years. There’s always an excuse. Maybe we’re too […]

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How The U.S. Housing Market Is Booming Despite COVID

There’s an amazing transformation going on before our eyes. The U.S. housing market is booming, thanks to record low interest rates and social trends accelerated by the COVID pandemic. Here’s 7 key facts shaping this major industry that you’ll want to factor into your financial planning and share with family members who may be contemplating […]

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Social Security To Get 1.3 Percent Boost In 2021

Social Security benefits for approximately 70 million Americans will get a 1.3 percent Cost of Living increase in 2021, the Social Security Administration announced last week. How much does that amount to? About $20 per month for the typical single, according to Social Security. That’s enough to buy lunch for you and a friend at a fast […]

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6 Easy Numbers To Help Measure Your Financial Wellness

Understanding your financial picture needn’t be that complicated. Simply staying on top of a half-dozen key money numbers can bring your financial picture into focus and improve your financial well-being, says financial columnist Kimberly Lankford in an article for AARP. Interviewed for the article, Mari shared with Kim one quick and easy tip for measuring […]

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Markets Poised For The Final Stretch: 3rd Quarter Market Commentary & Outlook

What a year it has been! Markets hit a new high in February, declined over 30% at the onset of the pandemic, and then went on to stage a dramatic rebound from their March 23 lows with the S&P 500 rallying over 50%. The third quarter again saw the S&P 500 hit new highs. Yet […]

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Congratulations To Newlyweds Scott and Melanie!!

Please join with us in congratulating our Boca Raton colleague Scott Weigel who was married over the weekend to his fiancée Melanie. We wish the couple a lifetime of love and happiness!  ❤  Please share your congratulations and best wishes next time you speak with Scott. Best wishes, Scott and Melanie!  

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Tax Filing Deadline October 15

Tax Filing Deadline October 15

Are your 2019 taxes still on extension? You have until Thursday, October 15 to file your return. For additional details on special circumstances that may affect your filing date, check here.  

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