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Travel Insurance: Why You Shouldn’t Leave Home Without It

“Medicare doesn’t cover medical costs outside the U.S.” That’s a good reminder from retirement expert Mary Beth Franklin on why you need travel insurance if you’re 65+. Mary Beth spent years at Kiplinger’s Personal Finance magazine and started a late-in-life second career as a Certified Financial Planner and Social Security expert. Travel insurance, says Mary […]

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Renting Vs. Buying: Which Makes You Richer Over Time?

A client asked us recently whether it’s better to buy or rent a new home. That’s an important question, since a family’s home is often its most valuable asset. And of course, the “right” answer can change with time. To help answer the question, I dove into some exhaustive academic research published a few months ago […]

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New Phishing Attacks Target Your Cell Phone

Feel like you’re already the target of hackers and spammers? Sad to say, it’s about to get a little bit worse before it gets better. You know that cyber-hackers are on the lookout for an opening to attack your computer. And lately, those cell phone robo-callers have become even more annoying. Now, there’s a brand new […]

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Presidents Day Holiday – Monday, February 18, 2019

Our office will be closed on Monday, February 18, 2019, in recognition of Presidents Day. Banks and financial markets will also be closed. We will reopen on Tuesday, February 19.

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Be Mine: What People Are Buying For Valentine’s Day

Don’t panic! You still have a day or two to get ready for Valentine’s Day, if that’s a holiday you intend  to celebrate. Here’s what people across the country are buying for their loved one on February 14, according to personal finance website WalletHub: Candy 52% Greeting Card 44% Flowers 35% Evening Out 34% Jewelry 18% Clothing […]

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Quote Of The Week: Why Tapping Your Nest Egg May Require Expert Help

“Tapping a nest egg is among the most important and difficult tasks we all face in retirement. Simply put, your money needs to last as long as you do. Yes, there are tools that can help do-it-yourselfers. … But I would argue that this is one place where a good adviser is invaluable.” Glenn Ruffenach, […]

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Retiring? Know Where Your State Ranks On Taxes Before You Relocate

Does it really matter where you live in retirement? People have all kinds of motivations for relocating – or staying put – in retirement. You may wish to live near the kids and grandkids, relax in the sun, or relocate to that hassle-free condo right in the middle of all the urban action. But before […]

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Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

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Love & Romance: “Managing Your Money Well” Is The New Sexy

What’s new in love and romance? Managing your money well is the new sexy, says a new survey from personal-finance website WalletHub. According to the survey, 38% of people surveyed said they would not date someone with bad credit. More than 4 in 10 say they would break up with their significant other if he or […]

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Premiums Skyrocket For Florida Long-Term Care Policies

Did you catch the article in Sunday’s South Florida Sun-Sentinel about how long-term care premiums are skyrocketing? The numbers are staggering. “Longtime Blue Cross Blue Shield of Florida policyholders have been notified by mail in recent weeks that annual premiums for their coverage will increase by an average of 94 percent through 2021,” writes Ron […]

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