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Remodeling? Here’s How To Pay For It

Planning to remodel your kitchen or bathroom? Or maybe you’re upgrading your windows, adding a whole-house generator, or making other updates to your home? With people spending more time than ever at home due to COVID, Americans are undertaking plenty of home improvement projects, and our clients are no exception. The frequently seek our input […]

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Six Tips For Making Marriage Work After Age 50

Thinking about getting married? If you’re over 50 and considering making your relationship permanent, there’s plenty to consider. Check out Mari’s conversation with journalist Robyn A. Friedman for City & Shore’s Prime magazine about the pros and cons of marriage after 50. Disagreements over money, sex and kids can torpedo second marriages, so follow some […]

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city & shore Jan 2020

Here’s How To Make Like Marie Kondo And Declutter Your Financial Life for The New Year

Is your financial life messy and spiraling out of control? Are you drowning in papers and files? Here’s some valuable tips on how to make like Marie Kondo and declutter your financial life in 2020. We talked with veteran business journalist Robyn A. Friedman of City & Shore magazine to share how financial pros help clients make order out […]

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Are You Prepared? What One Financial Journalist Learned When She Was Unexpectedly Widowed

Rave reviews for our guest speaker, financial journalist Robyn Friedman, who led an informative session in our offices last Thursday sharing her personal experiences and financial challenges after unexpectedly losing her husband. Robyn addressed a gathering of clients, friends and guests as part of our ongoing client educational series. She recently published an article in […]

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2018 New Year’s Resolutions

What’s on your list for the New Year? We talked with journalist Robyn Friedman of City & Shore Magazine about our resolutions for the New Year. Many people make resolutions, some focused on financial goals like paying down debt, or saving more money. Want to improve your situation in the New Year? Think about what […]

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Six Ways To Stretch Your Dollars In Retirement

Most of us have thought about the lifestyle we want in retirement. Maybe your retirement dreams include playing golf every week. Or inviting the whole family on an Alaskan cruise. Or maybe just taking it slow and spending time with the grandkids. Whatever your plans are, it’s important to know the best ways to stretch your dollars in […]

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5 Tips For Choosing A Financial Advisor

Choosing a financial advisor can be one of your most critical decisions. A good advisor can help you reach your financial goals and focus on what’s really important in life. That’s why we were happy to talk to financial writer Robyn A. Friedman, as she compiled 5 top tips for selecting the right advisor (you can find Robyn’s entire […]

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Pushing 50? Here Are Secrets To Building Wealth At Any Age

We just collaborated with journalist Robyn A. Friedman on a story for City & Shore magazine about how you can build wealth at any age. What’s the secret to building wealth at age 50, 60, 70 and beyond? Create a financial plan. “If you’ve hit age 50, it’s time for a reality check to see […]

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City & Shore June 2016

Is Now The Right Time To Buy A South Florida Home?

Mortgage rates are at rock-bottom levels, and in many cities buying may actually save you money. So is now the right time to take the plunge and buy in South Florida? We spoke with award-winning journalist Robyn A. Friedman, who covers real estate as a contributor to The Wall Street Journal. Friedman checked in with local experts to update […]

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