Why Checking Your Beneficiaries Could Save Your Loved Ones from Heartache
A number of years ago, a dear client of mine passed away unexpectedly. While his death was a shock to all of us, what...
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Understanding the Recent Fed Rate Cut and What It Means for You
Just a few days ago, the Fed decided to cut interest rates by 50 basis points. Most people expected a 25-point cut, so...
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Where Are Americans Keeping Their Money? A Look at the Average Portfolio
One question we get pretty often is: “Where should I keep my money?” People want to know which types of accounts or...
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Why Uninsured and Underinsured Motorist Coverage is a Must in Florida
Did you know that one in five drivers in Florida are either uninsured or underinsured? That means if you’re in an...
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Why Financial Education for Your Kids is More Crucial Than Ever
With the kids heading back to school, I want to take a moment to talk about something just as important as their...
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Safeguarding Your Financial Plan: Lessons from an Airplane Safety Briefing
Ever felt like life’s too hectic to even think about sorting out those tangled financial details? You're definitely not...
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Are QCDs Right for You? Answer These 3 Questions to Find Out
A QCD is a direct transfer of funds from your IRA to a qualified charity, which can include organizations like churches...
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Understanding Distributions from Inherited IRAs: Navigating IRS Rules
Today, I’m going to break down something that might sound a bit daunting but is very important: distributions from...
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Why Free Cash Flow Matters for Your Investments
I'm going to discuss a concept that’s technical but is incredibly relevant to your investments: free cash flow. So, what...
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The Three Bucket Strategy for Early Retirement: How to Plan Smartly
A common question we get is about retirement, specifically how and when one can retire early. If you’re already enjoying...
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Financial Planning: 3 Essential Elements
Last week, we were giving a presentation on personal finance at a local business when someone in the crowd shared...
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Planning Ahead: The Importance of Pre-Arranged Burial Plans
Today’s discussion is deeply personal, and it reflects experiences that we often share with our clients to help guide...
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