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Presidents Day Holiday – Monday, February 18, 2019

Our office will be closed on Monday, February 18, 2019, in recognition of Presidents Day. Banks and financial markets will also be closed. We will reopen on Tuesday, February 19.

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CFA Dinner

Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

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business insider screenshot

In Your 20s? 30s? 40s? 50s? Here’s How To Retire A Millionaire

Want to live a stress-free life with $1 million or more in the bank? It’s certainly possible. We spoke with financial reporter Hillary Hoffower of Business Insider to share what to do right, and what not to do wrong, at every decade of your life, so you can stay on the fast track to banking […]

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taxes due

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 […]

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Martin Luther King Jr. Holiday January 21, 2019

Martin Luther King Jr. Holiday January 21, 2019

In recognition of Martin Luther King Jr. Day and market closures, our office will be closed Monday, January 21, 2019.

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mykonos

Save The Date! Thursday, January 24 – Women’s Adventure Travel Event

Details will be out soon, but travel-minded clients and friends will want to mark their calendars to join us for lunch on Thursday, January 24! We’ll be hosting travel entrepreneur Erja Lipponen at an office event. Erja’s the founder of WanderWoman and Eurynome Journeys, specializing in adventure travel and wellness tours for women. Erja will talk about […]

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2018 xmas message

Wishing You The Happiest Of Holidays!

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John Knox Village

Thinking Of A Life Care Community?

We took time out last week to visit John Knox Village (JKV), a Life Plan Community located to our south in Pompano Beach, Florida. As many of you may know, JKV is situated on 70 acres between Ft Lauderdale and Boca Raton, and celebrated its 50th anniversary last year. Mari has been visiting clients who […]

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success baby

Just Passed The CFP® Certification Examination? Congratulations!

Almost three thousand test takers across the country sat for the CFP® Certification Examination last month. This exam is the culmination of the CFP® study program, which normally takes one to two years to complete. Candidates need to pass the exam and also fulfill the education, ethics and experience components to become newly minted CFPs.® […]

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2018 xmas 3

Thank You For Sharing The Holiday Spirit!

A sincere “Thank You” to all the generous guests at our Holiday Party last Thursday who joined with us to celebrate the season, and brought toys to share with the kids at Boca’s Florence Fuller Child Development Centers. Your generosity and thoughtfulness will make the holidays a little brighter for many local children! We would also like to […]

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