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Keeping It Safe: Credit Freezes Get More Chill

A major tool in combatting identity fraud just got cheaper. In fact, credit freezes are now totally free. Consumers victimized by identity fraud have long had the option of “freezing” their credit by contacting the big three credit reporting agencies – Equifax, Experian, and TransUnion – and telling them to restrict access to their credit file. […]

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How To Do It: Burt Reynolds’ Smart Estate Planning Keeps Details Quiet

Bravo to fellow Floridian and legendary actor Burt Reynolds, who put in place a smart estate planning strategy before his recent death at age 82. Here’s 3 takeaways from his estate: He had a Will and Trust. So many celebrities who have passed away recently had no estate planning documents in place. That can lead to expensive […]

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More Money In Your Pocket: Are People Overestimating Health Care Costs in Retirement?

Here’s what may be some positive news about retirement. Several studies have estimated health care costs in retirement at $5,000 or more per year, per person. For 16 years, Fidelity Investments has surveyed retirees to get a good estimate of their health care costs. Their research has found that a typical 65-year old couple retiring this year […]

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Congratulations, Nadia!

We held a little celebration last week for Client Service Associate Nadia Rullo. As you may know, Nadia is studying for the Certified Financial Planner (CFP®) designation, which normally includes six course modules, with an exam after each one, and a comprehensive exam at the end. The entire program might take one to two years, […]

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When It Comes To Retirement Income, Less Than 1 Out Of 4 Gets It Right

One of the most important decisions you need to make in retirement is how much income to withdraw from your savings each year. Too much, and you’ll go broke. Too little, and you’ll miss out on the fun. But when preretirees were asked how much they thought they could safely withdraw each year, less than […]

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How To Be A Loving Pet Parent: Health Care For Your ♥ Furry Friends

We grew up with big dogs. First it was a German Shepherd that was bigger than we were. Then it was a rescued Standard Poodle. No slouch; she wrestled an errant muskrat she found trespassing in her yard. She won the fight, but had to endure some nose patching afterwards. A couple of black Labs […]

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Wine, Women & Books: Here’s To Lasting Friendships

Couldn’t help but post this photo taken last week at our September Book Club. Our Book Club has been going strong for 16 years. That’s right, we’ve been meeting every month for 16 years. That’s a lot of books! (Not to mention an awful lot of wine!) This past month, we read and thoroughly enjoyed Madeline […]

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Quote Of The Week: How To Tell If Your Student Loans Are Too Big

“If your total debt at graduation is greater than your annual income, that is an indication you’ve graduated with excessive debt.” Mark Kantrowitz, the publisher of Savingforcollege.com, as quoted by Jillian Berman, “Which Student-Loan Repayment Plan Is Right for You?,” The Wall Street Journal, September 3, 2018 Got student loans? Check out this Wall Street Journal article for […]

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What I Learned About Financial Planning In My Week “Down Under”

It was fantastic, instructive and inspirational, but way too short.  Our whirlwind week Down Under is unfortunately over and we’re safely back home (even my suitcase, which went walkabout for three days, had the good sense to finally come home!). I had the privilege of traveling to Australia as part of the U.S. Financial Planning Association’s […]

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Florida Best Place For Women To Launch New Business

We’re thrilled to work with many women clients, including several who run their own business, consulting firm, or professional practice. We’re proud to support them in their quest for success on both professional and personal levels. That’s why we were pleased to see that when it comes to the best places for women to start […]

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