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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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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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Hurricane Dorian Relief: Donations For The Bahamas

They need our help! Our neighbors in the Bahamas bore the brunt of hurricane Dorian, suffering severe damage and loss of life. The South Florida Sun-Sentinel has put together a comprehensive list of ways to help and donate needed supplies. You can see the entire list here. They’ve also gathered some useful tips on how […]

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Preparing For Hurricane Dorian

Update as of Wednesday, September 4: The storm has passed and we are relieved to say that our office is open, with operations back to normal again. We are thankful that Hurricane Dorian passed us by, although we are saddened to hear of the devastating damage that has occurred to our east in the Bahamas. […]

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Getting Ready For Hurricane Dorian: 5 Lessons We Learned From The Last Destructive Storms

Attention, East Coast residents.  It’s hurricane season again! The season officially runs from June 1 to November 30, and Hurricane Dorian is already bearing down us in Florida. Two years ago, our state was hit by Hurricane Irma, the strongest storm ever recorded in the Atlantic Ocean. It killed over 75 people in Florida and caused […]

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