2020-02 CFP Board photo Group

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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Congratulations, Anthony!

Congratulations to our colleague Anthony LaBrake, CFP®, who just received news that he successfully passed the CFA® Level 1 Exam. That’s the first of three exams required to obtain the Chartered Financial Analyst® designation, regarded as one of the most prestigious and rigorous investment management credentials. The CFA Institute, which oversees the curriculum and testing […]

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Clients, Make Tax Time Easier With Our 1099 Service

For many clients, tax time can be a confusing tangle of documents, 1099s, and statements. Just when you think you’re done, you open your mailbox to find even more corrected documents! We understand the frustrations, so let us help make the process a little bit easier for you. With your authorization, we can safely forward all your Schwab investment […]

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Owning May Still Be The American Dream, But More People Are Opting For The Rental Lifestyle

Owning your own home may still be the American dream, but over the last decade, there’s been a huge evolution in how Americans view renting. “The recession pushed many to rent out of necessity,” say real estate experts at RENTCafé. But “the economic expansion which followed, coupled with changing attitudes towards family and homeownership, lead […]

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Women Leading The Way In Investments

How we’ve grown! Mari was at a breakfast meeting this week for women financial advisors and investment experts, kicking off the Inside ETFs conference in Hollywood, Florida. That’s an annual get-together in Florida that attracts 2,000+ professionals from across the country, who come together every year to learn, network and share the latest ideas in […]

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Refinancings Are Booming: Should You Trade-In Your Mortgage For A Newer One?

Interest rates are at rock bottom, pushing mortgage refinancings to a new post-crisis high. Lenders extended over $2.4 trillion in home loans last year, the most since 2006, reports The Wall Street Journal. That’s a positive sign for the economy. People who save money on their mortgage payment are likely to go out and spend that […]

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What’s The Best Way To Give To Charity?

Many of our clients like to make gifts to charity. But what’s the best way to do so given all the recent changes in tax rules? The Journal of Financial Planning just published a research paper comparing some of the top options, like gifting assets that have gone up in value, giving directly from your […]

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Lucky Florida Parents Get $500 Million In Prepaid College Refunds

Thousands of lucky families across Florida, who are using Florida’s Prepaid College Plan to cover the future cost of college, got a pleasant surprise last week. The state has cut costs and will be refunding $500 million dollars, or about $4,700 per household. This reduction has been made possible due to successive years of lower than […]

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