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Scott Weigel -Boca Raton

Congratulations To Scott Weigel On Earning His CFP® Certification!

Warm congratulations to our Boca team member Scott Weigel on earning his CERTIFIED FINANCIAL PLANNER™ certification and the right to use the CFP® marks! Scott recently passed the rigorous CFP® Certification Examination and met other requirements needed to earn the certification. We’re thrilled to recognize this significant achievement and Scott’s hard work! What’s involved in becoming a […]

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Start Planning Now For Long-Term Care Needs

More than two-thirds of 65-year-olds will need some type of long-term care in their lifetime, and that care can be extremely costly, writes Rivan Stinson for Kiplinger Personal Finance magazine. Rivan recently interviewed Mari for her in-depth expose on planning for long-term care costs.  The first challenge is knowing whether you should buy long-term care […]

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Is Inflation Bad? Not Always  

Is Inflation Bad? Not Always  

Is inflation always a negative? Mari was interviewed by  journalist Kimberly Lankford for an article on Yahoo Finance about how inflation can actually be a plus for your finances.   Inflation can lead to higher Social Security payouts, for example, and can push up short-term interest rates, like those that govern how much you can earn on your bank and […]

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Lots Of Questions, Still No Answers for South Florida Condo Owners

There are still no answers as to why the Champlain Towers South condo in Surfside, Florida tragically collapsed, causing almost 100 confirmed fatalities and anguish for uncounted South Florida families. Investigators will need months if not years to determine what really happened, and why. In the meantime, local condominium owners, construction and engineering experts, government officials, […]

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We’re Off To Vegas!

It’s not what you think. We’re not off to catch the shows or try our fortune at poker. It’s actually a major conference for accounting and finance professionals, and we’re heading there to learn what’s new with cutting-edge financial planning strategies and potential tax and estate planning initiatives Congress may have in store for you. We’ll […]

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2nd Quarter Investment Commentary – Blistering Rebound Pushes Stocks Higher

Tailwinds push stock to new highs There is a lot to be happy about, as U.S. stocks finished a strong 2nd quarter at new highs. The benchmark S&P 500 index advanced 8.55% in the second quarter to close up 15.25% year-to-date.¹ Those double-digit gains reflect a powerful economic rebound propelled by consumers rushing to shop, […]

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Quote Of The Week: Connecting With The Next Generation

“59% of investors believe their children and grandchildren should meet their financial advisor by the age of 25.” Spectrem Group, a Chicago-based research firm specializing in wealthy investor psychology and behavior, “$25 Million Plus Investor Report,” April 2021   Does that quote surprise you? The truth is that as many of America’s well-off baby boomers age, their thoughts turn to […]

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How To Protect Your Nest Egg From Inflation

Thank you again to CNN’s Jeanne Sahadi for the chance to talk about how to protect your nest egg from inflation and why there is no age at which you can say, “I don’t need growth.” Today’s budding inflation fears remind us how a well-designed portfolio can help protect us from the effects of rising […]

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Happy Independence Day 2021!

Happy 4th of July! Our offices will be closed Monday, July 5 for the holiday. Enjoy your long weekend celebrating our nation’s independence with your friends and family! Let us know if we can help you on the path to financial independence. We’ll work with you to create a road map to a stress-free financial […]

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Helping Surfside Victims and Families

We’ve all been transfixed by the collapse of Champlain Towers South in Surfside, Florida. Our hearts go out to all those affected by this tragedy and to the courageous first responders who are risking their lives to locate the many missing and injured. We’ve been asked by several clients how they can help the victims. One way is […]

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