5 people who definitely need to see a financial planner
“Fall is in the air, or if you live in Florida… in our hearts! The weather may still be hot, but the hustle and bustle
Can’t wait until 70? This is the next best age to claim Social Security benefits
Summer is coming to a close and soon we will enter the busiest time of the year. If you have questions about your income strategy
Why Should I Think About Retirement Planning?
We hope you are having a good summer so far. It is hot in St. Pete and the daily rain storms are back in full
Will raising the age for required withdrawals from your retirement account make a difference?
The Secure Act, which passed the House of Representatives, aims to increase the age for required minimum distributions to 72 from 70 1/2. Will this
Have Multiple Retirement Accounts? Use Them in This Order.
It is common for most retiree's to have multiple accounts to withdraw from during their golden years. When we are putting together a financial plan
Start Now: A Step by Step, Tough Love Guide to Saving For Retirement in Your 20s
It's February and love is in the air! The new year is off to a roaring start and many of us are still committed to
Financial Advisor Designations: What Those Letters Mean
Happy New Year! We hope your 2019 is off to a great start. This is a good time to get your financial house in order
6 Ways to Get Your Finances Ready for 2019
As the end of the year approaches, it is a time for reflection. Reflection on the past year and reflection on our goals for the
Do This One Thing Before the End of the Year to Save Money on Your Taxes
With Thanksgiving behind us, the end of the year will be here before you know it. This is a busy time of year for all