Key Financial Moves to Consider Before the End of 2024
Can you believe it? Halloween is just around the corner, and before you know it, Thanksgiving will be here, followed by...
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How to Prepare for Social Security Changes on the Horizon
Let’s address something that’s been on a lot of minds lately— Social Security. You’ve probably heard the rumors: the...
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Understanding the Widow's Penalty: How to Plan for Future Tax Implications
Today I want to discuss an important topic that can affect many couples, but isn’t often talked about: the widow's...
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Why You Shouldn’t Let Election Hype Affect Your Investment Decisions
I want to wade into the minefield of politics and talk about the upcoming election. But, before you start worrying about...
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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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