Tag Archives | Coronavirus
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South Florida Real Estate Market Rolls Out High-Tech Tools During Pandemic

Across South Florida, we’re learning to cope with the reality of lockdowns, no school, and work-from-home directives. That’s forced homeowners and real estate professionals to adapt to a new reality. Even as the COVID-19 pandemic rages around us, we all have clients, friends and neighbors selling homes, buying homes, and packing up homes to move […]

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Thank You, Health Care Professionals!

We would like to take a moment to say “Thank You” to all our clients, their families, and community members who are health care professionals and are helping to battle the coronavirus pandemic. We are grateful for your knowledge, expertise and sacrifice!

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The Market’s Down: Should You Make Changes To Your 401(k)?

Yes, the market is down. A lot. One of the most common questions we’re getting from clients is what they should do with their 401(k) contributions and investments. You have several choices. Here’s a rundown of the pros and cons of each. Option #1. Stay the course As hard as it may be to stomach […]

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COVID-19 Fallout: Taxpayers Now Get Until July 15 To File Taxes

Taxpayers are getting a helping hand from the federal government to ease the pain and disruption caused by the coronavirus pandemic. Filing and Paying Taxes The Internal Revenue Service confirmed it has moved the deadline for filing individual tax returns for tax year 2019 from April 15 to July 15. The deadline for paying taxes, without penalty […]

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Social Security Switches To Online Services Only Due To Coronavirus

Got Social Security questions? Be prepared to spend some time online or on the phone. Social Security is cancelling in-person meetings and closing local offices until further notice to protect employees and customers from COVID-19. You can read more details in tax expert Kelly Phillips Erb’s column in Forbes. Online services are always the best option. […]

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Keep Your Cool As Market Heats Up

If you’ve invested long enough, you know that market turbulence is an unfortunate fact of life. But knowing that doesn’t always make it easier to take. So here’s a quick reminder that may put your mind at ease. Most investors withdraw only a small percentage of their portfolio each year. For people in the early stages […]

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What’s Worse Than Coronavirus? How About a Coronavirus Scam.

As if the spread of Coronavirus isn’t bad enough, clients need to be aware of the rapidly escalating number of Coronavirus scams. What scams are out there? The scams include websites selling fake products, and fake emails, texts and social media posts designed to steal your money and personal information. The emails and posts may […]

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To Go Or Not To Go? Coronavirus Complicates Travel Plans

To Go Or Not To Go? Coronavirus Complicates Travel Plans

One of the most common questions we’re getting from clients this week is how to handle overseas travel they’ve already booked, given the growing threat of Coronavirus. In many cases, they have already paid for or put big deposits down on expensive trips. Should they stay or should they go? We share 6 tips below to help you […]

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Coronavirus: Could It Disrupt Spring And Summer Weddings?

The coronavirus is disrupting supply chains across the globe, but the largest U.S. bridal retailer vows that it won’t lead to cancellations of spring and summer weddings. “We know how stressful a delayed order can be to a bride, so I’m here to unequivocally say that every customer will have the dress of her dreams […]

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