ap test taking

Florida High School Students Tops in AP

We all recognize the role of education in preparing students for productive careers and successful financial futures.  Kudos to Florida, for making serious gains in secondary education, according to Florida Trend magazine.  Rasing the educational bar helps, in turn, to improve the quality of life in the 4th most populous state and raise awareness of Florida as an attractive place […]

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party hats

Bond Party Coming To An End … Sometime

Bonds have enjoyed a strong, thirty-year bull market, but is that run soon to reach its end? The signs are certainly pointing in that direction. Interest rates have been on the decline since the early 1980s, but will eventually turn around and head up. That’s not good for bonds, as the prices of existing bonds […]

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Investors Holding High Amounts of Cash: They’re “Safe” But Losing Ground to Inflation

Investors aren’t quite sure what they fear the most: inflation or the market. A full 60% of investors claim to be worried about inflation, and 72% say it’s important to protect their portfolio against the effects of inflation. Yet, baby boomer investors surveyed by MFS Investment Management are holding, on average, a whopping 26% of their portfolios in cash, even […]

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Women & Philanthropy: Changing the Face of Giving

Focus on Women & Philanthropy I had the pleasure of attending the 4th annual “Women & Philanthropy” forum in Washington D.C. earlier this month.  Sponsored by George Washington University, the conference brought together a distinguished panel of women philanthropists, including keynote speaker Nancy Brinker, founder of Susan G. Komen for the Cure. The purpose of the meeting was to discuss the […]

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Talking to Your Aging Parents About Money Issues

Many of our clients have aging parents and are often concerned about how they will meet the challenges of daily life – managing their finances, caring for their home, getting basic errands done – while still feeling independent and in control. Author Glenn Ruffenach explores some of these issues in his May 7, 2012 SmartMoney article “Talking to Mom About Alzheimer’s […]

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Saving Money On Air Fares

This blog article was contributed by our Client Service Associate Melissa Grochal. Thank you, Melissa, for letting us know about this great way to save money on airline tickets! Earlier this year I began researching flights to Boston for my brother’s graduation.  When the available flights were more expensive than I had hoped, I found an […]

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financial planning puzzle

6 Out of 10 Americans Say They Need Financial Planning Help

Personal finance is a top priority for most Americans, but six out of ten say their financial planning efforts need improvement, according to a new Northwestern Mutual survey. The survey asked over a thousand Americans whether they were “moving in the right direction” in areas such as debt, savings and spending, and whether they could […]

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In the News

We actively participate in a variety of  media projects with the goal of helping clients and consumers learn more about financial issues. Here are some of the recent articles to which we contributed (for a full listing, please visit our website): Kiplinger, Kim Lankford, May 2012, “Navigate a Course for Long-Term Care” Sun-Sentinel, Donna Gehrke-White, May 1, 2012, “Is 15% […]

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financial advisor calculator

Quote of the Week: Scheduling Annual Checkups With Your Financial Advisor

“Annual or quarterly meetings tend to be a staple of the adviser-client relationship. Many advisers say these meetings are critical—that they can’t effectively help their clients with finances if they don’t have regular checkups.” Jaime Levy Pessin,  The Wall Street Journal, January 9, 2012, “Getting Clients to Take Action“

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Long-Term Care Policies That Really Paid Off

If you have ever had a family member or loved one who needed long-term care, you know how expensive that care can be. While premiums can be high, some purchasers of long-term care insurance get many times their money’s worth back in benefits, according to claims data compiled by the American Association for Long-Term Care Insurance. […]

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