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Outlook 2014: The Investor's Almanac Making Your Tax Bracket Work Raise Your Retirement Income When Do You Need a Will?

Understanding Today’s Financial Environment

Welcome! We are a group of financial professionals located in Plantation, Florida assisting clients with their financial needs throughout Broward County. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. We understand that individuals face unique challenges as they prepare for major life changes. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. Whether you would like us to evaluate your current financial situation or just looking for a second opinion, we will offer you practical, objective investment advice. We work closely with our clients and communicate with them regularly to respond to changes in the market or personal events that may require portfolio adjustments.

Contact us today, for a free, no-obligation consultation. We look forward to working with you through all stages of your life!

 

 

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

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Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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