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!
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here's a breakdown of how the federal government spends your tax money.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
There are hundreds of ETFs available. Should you invest in them?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.