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Dwyane Wade’s Secret To Financial Wellness

I probably don’t need to tell you how much we love Dwyane Wade here in South Florida. For most of his career, Wade played for the Miami Heat in the National Basketball Association (NBA), winning three NBA championships. I was lucky enough to see him play in his rookie season right after he joined the Heat. You could already tell he had […]

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Florida Cities Ranked Best Places To Retire

With only 24 percent of working Americans reporting that they are “very confident” they will have enough money for a comfortable retirement, picking the right place to retire becomes vitally important. For retirees, the ideal city has to offer good weather, lots to do, and access to good health-care, especially in light of the COVID crisis. […]

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The Stimulus Package, Inflation and Gold

The Stimulus Package, Inflation and Gold

Guest Blog By Donald Calcagni, CFP®, MST Chief Investment Officer Mercer Advisors Summary To combat the damage caused by the COVID-19 pandemic, Congress approved earlier this year the largest fiscal stimulus package in U.S. history to provide relief for the economy and businesses. The total price tag for the package is in the neighborhood of $6 trillion […]

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How Did Americans Spend Their Stimulus Checks? You May Be Surprised To Learn

Millions of Americans received stimulus payments of up to $1,200 each to combat the damage done by the COVID-19 pandemic. Recently, researchers checked in with them to ask how they spent the funds. The answers might surprise you, according to financial journalist Kimberly Lankford writing for US News and World Report. The bottom line? Researchers […]

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The Florida Prepaid College Plan Is Giving Out $225 Million In Refunds. Is Some Of That Money Yours?

If you have kids who participated in the Florida Prepaid college tuition plan, there may be a big refund waiting for you. $225 million in refunds, to be exact. Here’s the details. Where did all these refunds come from? Earlier this year, the Florida Prepaid college tuition plan recalculated college costs and realized college tuition […]

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On The Road Again: 3 Things To Know About RV’ing And The Pandemic

Is the open road calling your name? It is for more than a few of our clients. Anxious to get out of the house, but not so keen on traveling by air or staying in a hotel, more people are giving in to the lure of RV’ing. Some of our clients have been RV aficionados […]

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How Far Your Dollar Can Stretch In Each State

Trying to live on a budget? It’s no secret that your dollar will go further in states with a lower cost of living, where the price of housing, food, and other goods and services clock in at the lower end of the scale. Using data from the Bureau of Economic Analysis, 24/7 Wall St. calculated […]

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Went To Cash In March? Why You May Regret It Now

It’s harder than you think to time the market. You have to pick the right day to get out. Then you have to pick the right day to get back in. That’s why the pros strongly counsel against it, and advise you instead to start off with the right allocation mix and stick with it […]

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It’s Not Your Imagination. Pandemic Work Days ARE Getting Longer

Many of us are fortunate enough to be able to continue working remotely during the COVID-19 crisis, far away from the potential perils of the daily commute on public transit or sharing a workplace with others. But there is a downside to working from home. If it feels like the workday is getting longer, it’s […]

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Is A Roth Conversion Right For You? 7 Things You Need To Know

We’ve been talking to several clients about doing a Roth Conversion before year-end. For some people, a Roth Conversion can be a great tax-saving strategy, but for others it could go down as a big mistake. Here’s some of the most common misconceptions about Roth Conversions, and what you absolutely need to know before you […]

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