Broker Check
Office: (305) 751-8855
Rightsizing for Retirement Estate Management 101 Charitable Giving: Smart from the Heart Monthly Market Insights

Helpful Content

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Your Cash Flow Statement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Emerging Market Opportunities

What are your options for investing in emerging markets?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Surprises

Making the most of surprises is a great reason to work with us.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow