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Why Women Need To Take Charge Of Their Money

Fidelity CEO Abby Johnson has been called one of the most powerful women in finance, so it makes sense that she understands the financial power of women. Johnson noted in a recent interview that women control an increasingly large share of overall wealth in the United States, and when women begin shopping around for an […]

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Quote Of The Week: Millions Of Americans One Medical Emergency Away From Financial Ruin

“With more than 50 percent of U.S. households having less than $1,000 in savings and more than half of the workforce having a deductible greater than $1,000, millions of Americans are a bad stubbed toe away from financial ruin.” Dave Chase of Health Rosetta, as quoted by Dan Cook, “Out on a limb: Predictions for […]

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Why No One Likes IRMAA: Medicare’s Stealth Tax Targets Higher Income Retirees

We’ve gotten more than a few calls this week from clients about those nasty Medicare premium hikes. Specifically, we’re talking about increases in your Medicare premiums because the government says you made too much money. Here’s the scoop: All about IRMAA We’re talking about IRMAA (Income Related Monthly Adjustment Amount), which is an extra charge added […]

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How America’s Wealthy Make Sense Of The Markets

How to make sense of the market volatility? What changes to your portfolio strategy should we be making for 2019? We spent Thursday in Palm Beach talking to some of the top private wealth and alternative strategists, who cater to America’s wealthiest families, about what they see ahead and how to apply it to your […]

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What You Need To Know About The Florida Homestead Exemption

If, like some of our clients, you’ve recently purchased real estate in Florida or are contemplating doing so in the future, you’ll want to read this timely reminder about the Florida Homestead Exemption. I asked real estate attorney Linley B. Schatzman at Shapiro Blasi Wasserman & Hermann in Boca Raton to explain how the Florida Homestead Exemption works […]

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Quote Of The Week: Why Health Care Billing Is Totally Crazy

When his wife was told by her physician to get a routine medical diagnostic test, employee benefits consultant Carl Schuessler went to work comparing prices at medical facilities near his Atlanta, Georgia home. What he learned about medical pricing totally blew him away. Prices ranged from $450 to over $3,000 for the identical procedure. Some […]

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Millennial Investors: Adjusting Expectations For The Real World

Young millennial investors don’t have it easy. They are experiencing first-hand a number of critical life events, ranging from buying a home, to starting or expanding their families, to juggling work/life balance in their jobs. Members of this generation are savvy about finances – for example, 85% know that having a long-term financial plan is […]

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Are You Saving Enough? New Retirement Limits For 2019

Did you know that the amounts you can contribute to your IRA, Roth IRA, SEP, SIMPLE or 401(k) will increase starting January 1, 2019? If you make periodic payroll or monthly contributions to your retirement accounts, you’ll need to adjust your savings amount before January 1, 2019 to reflect the higher limits. The Takeaway: Longer […]

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Join Us For Our Holiday Open House, Thursday, December 13!

Please stop by Thursday, December 13 to join us as we celebrate the holiday season! You are encouraged to bring an unwrapped toy for the Florence Fuller Child Development Centers, so we can share the holiday spirit with those in need! We hope you can make it! Please call Nadia Rullo at 561-417-0001 to RSVP.

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Brad Goldstein Promoted to Director Of Client Services

Please join us in congratulating Brad Goldstein, FPQP™ on his recent promotion to Director of Client Services. Brad works with clients on all aspects of their financial planning needs, including opening and funding new accounts, updating beneficiaries, and transferring money between accounts. Feel free to contact Brad with any questions or service requests, from getting […]

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