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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
Paying Off Your Mortgage: Three Important Considerations
Today, I have a quick story for you about a client who recently achieved a significant milestone: they paid off their...
Read More
