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2019-10 Social Security Invite

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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stone crab

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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ice cream sundae free pixabay

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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charles schwab branch

Good News For Investors: Schwab Slashes Investment Costs Once Again

Schwab dropped a bombshell Tuesday morning. Starting October 7, Schwab is lowering online commissions for U.S. stocks, ETFs (Exchange Traded Funds) and options to zero. These savings will be passed through to you, as our investment advisor client. Lower costs will help you keep more of what you make. “Almost forty five years ago, Chuck […]

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Ovi 2019

Smile! It’s National Dog Week

Here’s something to put a smile on your face. It’s National Dog Week from September 22 though September 28. Whether you have a faithful furry friend of your own, or you’re just a doting Fairy DogMother who pampers the neighborhood pets, there’s always something to celebrate when there’s a dog in the house. Two out […]

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sun sentinel bahamas

Hurricane Dorian Relief: Donations For The Bahamas

They need our help! Our neighbors in the Bahamas bore the brunt of hurricane Dorian, suffering severe damage and loss of life. The South Florida Sun-Sentinel has put together a comprehensive list of ways to help and donate needed supplies. You can see the entire list here. They’ve also gathered some useful tips on how […]

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dorian

Preparing For Hurricane Dorian

Update as of Wednesday, September 4: The storm has passed and we are relieved to say that our office is open, with operations back to normal again. We are thankful that Hurricane Dorian passed us by, although we are saddened to hear of the devastating damage that has occurred to our east in the Bahamas. […]

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fl_hurricane

Getting Ready For Hurricane Dorian: 5 Lessons We Learned From The Last Destructive Storms

Attention, East Coast residents.  It’s hurricane season again! The season officially runs from June 1 to November 30, and Hurricane Dorian is already bearing down us in Florida. Two years ago, our state was hit by Hurricane Irma, the strongest storm ever recorded in the Atlantic Ocean. It killed over 75 people in Florida and caused […]

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Photos taken fro the Boca Raton South Inlet Park in Palm Beach County Florida during sunrise at beach.

Boca Raton Named One Of America’s Best Beach Towns

Looking for the perfect beach abode? Several Florida cities crushed the competition to vie for this year’s “best beach town,” as rated by WalletHub based on affordability, weather, safety, and economic vitality. Naples, Boca Raton, Sarasota, Venice and Jupiter all scored big in the rankings. Take a look at all the top contenders, as WalletHub […]

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