Tag Archives | Boca Raton
impact 100

Impact 100 Palm Beach County Kicks Off Grant Season for 2020-2021

Does your favorite nonprofit group sponsor worthy projects in southern Palm Beach County? Here’s a way you can help them do even more to support the community. Impact 100 Palm Beach County is kicking off its grant season for 2020-2021. Several local charities can qualify for funding to support even more high-impact, worthwhile projects in […]

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We’re Working Remotely

Due to COVID-19, our physical offices are temporarily closed and our Boca Raton team is working remotely. We are still able to provide you with timely advice and account support. If you would like to speak with an advisor please reach out to us via phone or email. For more information navigating these recent events, please […]

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Photos taken fro the Boca Raton South Inlet Park in Palm Beach County Florida during sunrise at beach.

Boca Raton Named One Of America’s Best Beach Towns

Looking for the perfect beach abode? Several Florida cities crushed the competition to vie for this year’s “best beach town,” as rated by WalletHub based on affordability, weather, safety, and economic vitality. Naples, Boca Raton, Sarasota, Venice and Jupiter all scored big in the rankings. Take a look at all the top contenders, as WalletHub […]

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retirement beach

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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fraud alert

Another Day, Another Ponzi Scheme in Boca Raton

A few years ago, a client called to ask me about an ad she saw in the local paper. It advertised an amazing 8% “safe” return on an investment that was touted as being as reliable as certificates of deposit, even though CDs at the time were paying only about 1%. “How is that possible?” the client […]

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