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Need To Take IRA RMDs This Year? You Can Chill. We’re On It.

What’s at the top of our to-do list this month and next? It’s time to take care of RMDs (Required Minimum Distributions) from your IRAs if you’re age 70½ or over, or are the beneficiary of an Inherited IRA. What’s the deal? We’ve already alerted clients who need to start their RMDs next year. There’s […]

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More Credit Score Myths Busted: What You Don’t Know CAN Hurt You

Do you care about your credit score? You should. Of course, you already know it can dictate what credit cards you’re offered and what interest rates you pay. But it also affects how much you pony up for auto insurance, whether you get the mortgage for your dream home, and even whether you land an […]

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Quote Of The Week: When Helping The Kids Digs You Into A Hole

Are you worried about carrying too much debt as you near retirement? That’s a common concern of many Americans. Beware of digging yourself into a hole with credit card debt, especially when that debt results from helping adult children enjoy a lifestyle they (and you!) really can’t afford. Here’s what credit experts say: “Older consumers […]

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You’re Invited October 23 – Maximizing Your Social Security Income

If you’re between the ages of 55 and 70, please consider joining us on October 23 for a special educational workshop on maximizing your Social Security benefits. Space is limited, so call early to reserve a seat. Most people count on Social Security for a significant portion of their retirement income, so learn how to […]

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It’s Stone Crab Season!

Seafood lovers, it’s time to celebrate! Today is a happy day for Floridians. It marks the opening of stone crab season! That pricey but delicious treat is back on the menu for the winter season. After concerns about the health of this year’s crab haul, Florida Trend magazine kicks off the season with a promising […]

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What’s A Trusted Contact, And Why Do I Need One?

Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]

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Think You’ll Inherit? What You Think May Be All Wrong

Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially true of millennials, or the generation born between 1981 and 1996. There seems to be a huge disconnect between what millennials think they’ll inherit and what’s actually on the way, writes Rose Kennedy for the Atlanta Journal Constitution, quoting Adam Financial […]

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Did You Know Real Estate Funds Get This Powerful Tax Break?

This tax loophole really slipped under the radar, so don’t feel bad if you missed it. Earlier this year, the IRS clarified the rules for a special tax break available to investors in real estate under the Tax Cuts and Jobs Act of 2017. Here’s the good part. You don’t have to own an entire […]

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Quote Of The Week: Good Stocks Versus Clean Socks

What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own.  Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]

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Don’t Relax Quite Yet …..

We made it through Dorian, but don’t put away the hurricane supplies just yet. “Hurricanes love Florida in October,” say storm experts. “Florida is still a big target in October,” Colorado State University hurricane expert Phil Klotzbach told the Palm Beach Post. “The odds for Texas and the Carolinas get lower, but Florida is still […]

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