Estate Planning
Optimizing Your Wealth: End-of-Year Planning
The end of the year is nearly here, and while you may be focused on spending time with family and friends, holiday shopping, and vacation,
The end of the year is nearly here, and while you may be focused on spending time with family and friends, holiday shopping, and vacation,
February 2024 Update: A new phishing scam is targeting the clients of major financial institutions such as Schwab. Scammers are duplicating sponsored Google search results,
November is a great month – we get to meet with our loved ones around the Thanksgiving dinner table, ponder what we’re thankful for, and
Longevity is a double-edged sword. On one side, the gift of a longer life brings more experiences, memories, and milestones. On the other, it introduces
If you’re like many Floridians, you want to have the most tax-efficient financial plan possible, and one of the greatest tools available to investors is
Financial advisors love the Roth account. By providing tax-free withdrawals and eliminating Required Minimum Withdrawals (RMDs), Roth accounts give you much more flexibility in retirement.
Growth versus protection. Security versus potential. This isn’t a discussion on investment strategies, portfolio adjustments, or selecting the ideal retirement account but rather the junction
Are you thinking of changing jobs? If you’re like most Americans, you just might be. According to a poll conducted by job search site Monster.com,
As we approach retirement age, we have a slew of options available to us; we can start withdrawing from our nest egg, claim Social Security
Many of us, at some point in our lives, will end up with a lump sum of cash, the likes of which we’ve never dealt
Insightful articles that reflect our low-cost, "stay the course" investment philosophy.
Free videos that cover complex topics in an easy-to-digest explainer style.
