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Quote Of The Week: “We’ll Trust Anyone To Manage Our Money”

Do you know the difference between financial advisers, or will you trust just about anyone to manage your money? That’s the question raised by MarketWatch’s financial columnist Priya Anand in “10 Things Investors Won’t Tell You.” Here’s how she explains it: “Brokers, advisers and financial planners all have different credentials–and different obligations toward clients. “Some […]

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Celebrating The Spirit Of The Holidays

What a wonderful time we had at our Holiday Open House on Thursday! It was great chance to catch up with clients and friends, and help spread some holiday cheer. With your help, we collected nearly thirty toys and close to $500 in gift cards for the Florence Fuller Child Development Centers in Boca Raton, […]

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Congratulations to AFA Associates Rachael Grattan and Stephanie Cooper!

Please join us in a shout out to Client Service Associates Rachael Grattan and Stephanie Cooper! They are both working on coursework preparing them to sit for the two-day Certified Financial Planner (CFP®) Certification Examination (it’s typically a six-part educational program that can take up to three years to complete, culminating in the final comprehensive exam). Last Friday, Rachael passed her Part #2 exam on […]

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Three Decades Of Change For Women Investors

Have things really changed for women investors over the past three decades? Absolutely, and for the better, said top women investment advisors invited to participate on our women’s panel at the September 16 Financial Planning Association event in Fort Lauderdale. Panelists included Linda Lubitz Boone, CFP®, President and Founder of the Lubitz Financial Group in Miami, Carolyn […]

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U.S. Students’ Financial Literacy “Painfully Average”

U.S. teenagers ranked “painfully average” in a just-released world ranking of financial literacy skills. American 15-year-olds’ placed between eighth and 12th compared to over 29,000 students in 65 countries across the globe. The test scores were from the high profile Programme for International Student Assessment, or PISA, for short. “We certainly were disappointed, but not surprised,” says Ted Beck, CEO of […]

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Taxes: Why Sharing Can Be A Good Thing

When we talk to clients throughout the year or during their annual review, we routinely ask for a copy of their most recent tax return. Reviewing your return provides us with valuable insights into your total financial picture. For example, by looking at your tax bracket, we can determine whether taxable or tax-exempt bonds are […]

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Advice From A Female Investor

We’re busy putting together a panel discussion next week for our local Financial Planning Association on the enormous strides women investors have made over the last three decades. Women have gone from being the silent partner at the table, to the primary breadwinners and financial decision-makers in almost half of all American households. On a global basis, […]

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Can Money Buy You Happiness?

How much do you need to be happy? Perhaps not as much as you might think. Just over half of people surveyed in CNNMoney’s American Dream poll said it would take less than $100,000 in annual income to make them happy. About 25% said they’d need to make between $100,000 and $199,999. Only about 10% […]

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Important Alert: Heartbleed Internet Security Breach

Take a minute to read up on the Heartbleed computer security breach, which has been called potentially “catastrophic” by  the Wall Street Journal. If you’re not a computer expert, here’s a (kind of) plain-English description of the problem from CNN reporter Heather Kelly: “Heartbleed is a flaw in OpenSSL, an open-source encryption technology that is used by an […]

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Congratulations To Stephanie Cooper On Registered Paraplanner Designation!

Congratulations to Client Services Associate Stephanie Cooper, who is our latest team member to earn the Registered Paraplanner (SM) designation, which includes coursework in retirement planning, tax planning, cash flow management, investments, and financial planning strategies and products, as well on on-the-job experience and code of ethics. As Stephanie’s accomplishment demonstrates,  our firm is committed to continuously […]

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