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Quote Of The Week: When Helping Adult Kids Hurts Your Retirement

“Parents are spending $500 billion annually to support their adult children — two times the amount they’re contributing toward their own retirement savings.” Betsey Guzior, “Parents contribute more to adult kids than retirement savings,” The Business Journals, October 4, 2018 The Takeaway: Almost 80% of parents provide some financial support to their grown kids ages […]

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After Reading Our Blog Post, Our Client Turns Up $300 In Free Money

Did you see our blog article last week about the billion dollars or so of unclaimed property the state of Florida is trying to give away? You can check out the article here: $1 Billion In Unclaimed Treasure For The Taking. Could It Be Yours? To see if some of that property is yours, all […]

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$1 Billion In Unclaimed Treasure For The Taking. Could It Be Yours?

It’s hard to resist the lure of unclaimed treasure waiting for you, just for the taking. Is your name on it? It will take you less than 5 minutes to find out. Visit the Florida Unclaimed Property site, and type in your name. Over $1 billion of assets are there for the taking, just waiting […]

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Quote Of The Week: Building True Wealth

Why financial success can’t be measured by what you earn: “If you’re spending all your money accumulating assets that don’t appreciate and racking up debt, you’re not building true wealth. You can have a six-figure salary and still be broke.” Financial columnist Michelle Singletary, “How to calculate your net worth,” The Washington Post, July 19, […]

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Retiring In Florida: Here’s What It Really Costs To Live The Dream In 3 Different Cities

Florida is one of the best places to retire in America. But how much does it really cost for a dream retirement in the Sunshine State? We just collaborated with journalist Hillary Hoffower of Business Insider to calculate what the typical retiree really needs to stake out their place in the sun. The rules? Our […]

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Even Celebrities Get Told To Stop Spending Money

See if this makes you feel better about sticking to a budget. Even celebrities get told to stop spending money, says celebrity accountant Kristin Lee, who manages the finances of top entertainers, athletes and musicians. Here’s some of her insider tips for helping her rich and creative clients stay on top of their financial game: […]

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Are Good Times Going To Your Head (And Wallet?)

Economists say some people may be letting good times in the stock market go to their head, and their wallet. U.S. savings rates have recently dropped to a 12-year low, as Americans make record withdrawals from their investment and 401(k) accounts. Where is the money going? It’s being used to pay for everything from kitchen […]

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Money Lessons From The Super Bowl

Making it to the Super Bowl can mean big bucks in bonuses for players. Here’s what one wise financial planner who works with young athletes tells his players: look at bonuses not as extra spending money, but as way to boost your investment balances or pay down debt accumulated in the early part of your […]

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Forget The Wedding Planner: Why Couples Should Hire A Financial Planner First

With more couples marrying later, and bringing debt, assets and entrenched money habits into the marriage, talking to a financial planner before tying the knot is much more important than picking out the right china pattern. It’s not just a question of who pays the bills, and whether to open a joint account.  It extends […]

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Wanna Be A Millionaire? Here’s What You Need To Do

What’s the secret to becoming a millionaire? Self-made millionaires clearly know how to make money, and more importantly, most know how to save it and make it grow. That’s how they accumulate wealth. Certified Financial Planner Thomas Corley spent five years researching and talking with 177 self-made millionaires for his book Rich Habits: The Daily Success […]

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