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New Home? Don’t Miss The March 1 Deadline To File For Florida Homestead

Florida residents: There’s an important deadline quickly approaching. If you purchased a new, primary residence in Florida, you have until March 1 to apply for homestead status. Florida residents are entitled to important property tax benefits on their primary and permanent residence, or “homestead.” The Florida Property Tax Exemption for Homesteaded Property provides valuable tax benefits to owners of real property […]

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Coronavirus Risks Disrupting Spring And Summer Weddings

The coronavirus is disrupting supply chains across the globe, but the largest U.S. bridal retailer vows that it won’t lead to cancellations of spring and summer weddings. “We know how stressful a delayed order can be to a bride, so I’m here to unequivocally say that every customer will have the dress of her dreams […]

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Digital 401(k) Statements Save Trees, But You Still Have To Read Them

Most employers nowadays are eco-friendly. Instead of mailing you a quarterly 401(k) statement, like they did in the old days, they email the statement to you or make it available to you digitally through a workplace portal. We’re all for saving trees. But, any statement, whether emailed or paper, doesn’t do you any good if […]

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Quote Of The Week: Don’t Give Up On Financial Literacy

“The U.S. ranks 14th in the world when it comes to financial literacy, with just 57% of adults being able to pass a basic financial literacy test.” “What financial advisers must remember is that the vast majority of people need help with the absolute basics of personal finance — bill paying, budgeting, saving, setting aside […]

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Ain’t That The Truth: Sometimes The Big Ideas of Financial Planning Can Be Found On A Cocktail Napkin

The greatest wisdom can sometimes be found on a cocktail napkin. Who can disagree with this saying, shared on Twitter by @WomenWhoMoney?

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Quote Of The Week: Aging In Place Is Easier Said Than Done

“Aging in place can be more challenging than you might expect. While most seniors say they want to age in place, a much smaller percentage of them actually manage to accomplish it, studies show.” Mary Kane, Associate Editor, Kiplinger’s Retirement Report, “Moves to Make Now To Age in Place,” January 28, 2020 The Takeaway: Most […]

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CFP® Professionals: Giving Back To The Profession

Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]

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Higher Mortgage Limits In 2020 Make Buying/Refinancing Easier

Are you buying or refinancing a home? Recent changes in mortgage loans may make it easier and cheaper to borrow. For 2020, conforming mortgage loan limits are rising to $510,400 in most areas and $765,600 in high cost areas like Washington D.C. (The max amount first started at $417,000 after the real estate meltdown and […]

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Presidents Day Is Monday, February 17, 2020

Don’t forget that Monday, February 17, 2020 is Presidents Day. Our office will be closed in recognition of the holiday. Banks and financial markets will also be closed. We will reopen on Tuesday, February 18. P.S.  Is it President’s Day, Presidents’ Day, or Presidents Day? If like me, your mom was an English teacher, you’ll want to know. […]

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