Blog

“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

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

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

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

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

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

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

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

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