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1973 first cfp class

Women CFPs: How Far We’ve Come!

Here’s what the first class of Certified Financial Planners (CFPs) looked like in 1973. Check out the wide ties and plaid jackets! It’s got “That 70’s Show” written all over it. Here’s another way to tell it’s the 70’s: there are only 2 female faces among the 42 newly licensed CFPs. (That’s less than 5%; […]

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On Veterans Day 2019, Honoring All Those Who Have Served

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‘Tis The Season! How I Give Back For The Holidays

One of the most powerful experiences of my undergraduate years was living with a family and studying in a university overseas. I perfected my language skills, got to see life from a different perspective, and segued into a post-grad career as a Foreign Service Officer working at Embassies abroad. (Not to mention filling in as […]

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See What You Missed At Our Social Security Seminar!

Sincere thanks to American Century Investments and Al Chingren, their resident retirement and personal finance expert, for deciphering Social Security for our clients and friends! At this week’s client event, Al shared insights for maximizing retirement benefits, and explained how future reforms could impact your monthly check. Thanks again to American Century Investments for providing educational […]

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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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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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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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