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Got (Too Much) Mail?

Too much paper in your mailbox?  Are too many trees dying for the prospectuses and annual reports that you don’t even read?  If so, eDelivery enrollment is for you.  It is a simple and convenient solution to cut down on unwanted account-related mailings from Charles Schwab. Clients choosing  to enroll in eDelivery have the option of […]

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If you missed our May-June 2012 newsletter, it’s now available on the website. Check it out for new articles on: What to do when retirement comes too early Coping with market volatility Bond party coming to an end … sometime Is your home sweet home becoming a money pit? Timing Social Security benefits Best 529 […]

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In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): CNNMoney, Jeanne Sahadi, May 21, 2012, “Fiscal cliff: Market sting may come sooner” Sun-Sentinel, Donna Gehrke-White, […]

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In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Kiplinger, Kim Lankford, May 2012, “Navigate a Course for Long-Term Care” Sun-Sentinel, Donna Gehrke-White, May 1, 2012, “Is 15% […]

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Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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Quote of the Week: Caregiving Often Falls to Women

“The average caregiver in 2009 was a 49-year-old woman who had a job outside the home and spent nearly 20 hours per week providing unpaid care to her mother, according to a 2011 AARP Public Policy Institute study.” Emanuella Grinberg, CNN, April 9, 2012, “Caregiving for loved ones the ‘new normal’ for boomers” We hosted a […]

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live to 100

“Planning for Retirement? Plan to Live to 100”

“Planning for retirement? Plan to live to 100” Do these headlines fill you with dread (Oh no, please tell me I won’t still be around at 100!) or excitement (Great! More time to fit everything in!)?  Take a moment to follow this link to a thought-provoking article by Robert Powell, “Planning for Retirement? Plan to live to 100,” posted April […]

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financial_media

In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues.  Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Florida Trend, Cindy Krischer Goodman, April 2012, “Where are you advising clients to invest while […]

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Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

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Congratulations to Client Services Associate Melissa Grochal!

Congratulations to our Client Services Associate Melissa Grochal who recently earned the Registered ParaplannerSM designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well as on-the-job experience and a written examination and code of ethics.   Melissa undertook most of her undergraduate coursework at Emory University and […]

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