city & shore Jan 2020

Here’s How To Make Like Marie Kondo And Declutter Your Financial Life for The New Year

Is your financial life messy and spiraling out of control? Are you drowning in papers and files? Here’s some valuable tips on how to make like Marie Kondo and declutter your financial life in 2020. We talked with veteran business journalist Robyn A. Friedman of City & Shore magazine to share how financial pros help clients make order out […]

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Now You Can Use 529 Money To Pay Down Student Loans

A new provision in the recently passed SECURE Act may come in handy for parents who have a little extra money left in their kids’ 529 accounts. Under the new legislation, you can now withdraw up to $10,000 tax-free per 529 beneficiary to pay down a qualified student loan. Note that this is a once-in-a-lifetime […]

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Money Migrating To Florida

Florida’s balmy weather and friendly tax policies continue to attract new residents. The Sunshine State brought in $16 billion in additional personal income from new residents in one year alone. That beats every other state for the 6th year in a row, according to Bloomberg and Crain’s New York Business. The next runner up, Arizona, […]

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florence full thank you 2019

Thanks Again For Helping Us Collect Toys For The Florence Fuller Center!

Every year at our holiday party, we collect toys to give to the kids at the Florence Fuller Child Development Center in Boca Raton. The Florence Fuller Center provides quality daycare, early education and family support programs for needy children. So many of you generously brought toys to share with children in the community, which we delivered to […]

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2 Big Changes To IRAs You Need To Know About Right Now

You may have read that the SECURE Act made important changes to IRAs and other retirement accounts just a few days before year-end. But few people understand exactly how the changes will impact their IRA contributions and withdrawals in 2020, and which of those important changes take effect as of January 1, 2020. There’s a lot […]

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Happy New Year & Welcome 2020

We wish you a happy, healthy and prosperous New Year! Our office will be closed on Wednesday, January 1 so we can spend time with family and friends. We will reopen on a normal schedule on Thursday, January 2. Looking forward to making your financial dreams come true in 2020! From all of us at […]

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Take A Retirement Test Drive

Getting ready for retirement? Some people prefer to make an abrupt transition into retirement. One day they’re working, the next day they’re done forever. Others like to ease into it and kick the tires first. We talked to financial writer Alina Tugend of Kiplinger’s Personal Finance about the pros and con of taking a retirement […]

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Have A Chill Holiday!

Our office will close for the Christmas holiday on December 25. We will reopen on a normal schedule on Thursday, December 26.   

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Capital Retirement

BREAKING NEWS: Big IRA Overhaul Expected This Weekend

A major IRA, 401(k), and retirement overhaul is expected this weekend, catching almost everyone in the financial and retirement affairs community by surprise. After months of inaction, Washington insiders expect Congress to pass the long-delayed SECURE Act. Retirees could see a total revamp of IRA and Required Minimum Distributions rules, some positive, some definitely negative. […]

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2019 Xmas Guys

Happier Holidays: The Toys Are On Their Way!

To all our Clients and Friends: Thank you so much for coming to our holiday party yesterday! It was great to see everyone and take a moment to celebrate the holidays together. We have much to be grateful for in 2019, and we look forward to a happy and healthy 2020. So many of you […]

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