Broker Check
Office: (305) 751-8855


June 2018

Leaving A Legacy: The Importance of Estate Planning  |  Goodbye Nursing Homes! The New Trend is Co-Housing with Friends

May 2018

Why America’s Return to $1 Trillion Deficits is a Big Problem for You | How to Create a "my Social Security Account" | What It Was Like to Finally Write My Will

April 2018

Check Out Treece's Trending Topics

March 2018

Put Your Money Where Your Values Are

February 2018

Raise your DHI (daily happiness index): RAISE Family Caregivers Act, Social Security Planning, Seminar Series

January 2018

New Year—New Investment Issues to Consider: Timely updates on the booming economic market, cryptocurrencies, planning for affordable housing and healthcare, and HSAs vs FSAs

December 2017

Dec 10th Annual Holiday Party | Decipher | End-of-Year Financial Reminders | Protecting Credit While Holiday Shopping | Caregiving Issues | New Fed Chair Jerome Powell

November 2017

On-The-Rise-in-2018 | Social-Security-Checks | IRA-Contribution-Limits

July 2017

August Events - Welcome new team members - Treece Financial Group Referrals of the Month - Updates on the markets and risk concerns ... click here to read more

April 2017

The Markets - Retirement Income and Retiree Worries - Treece Financial Group Referral of the Month - Are you on Social Media? ... click here to read more

February 2017

Introducing Robert Wroblewski - The Markets, Economy, and Political Environment - Doctor Locator and Background Information - We're on the Web ... click here to read more

December 2016

Happy Holidays! - Presidential Election - Treece Financial Group Recent Events - Finding a Lost Retirement Plan ... click here to read more

October 2016

Upcoming Events - Social Security Cost of Living Increase for 2017 - Life Income Disclosure Act - Plan Ahead for Long Term Care - Life Alert ... click here to read more

September 2016

Upcoming Financial Planning Seminars - Free and Open to the Public - Save the date: Annual Holiday Party Sunday December 4th, from 4 PM to... - Three Key Choices Couples face about Retirement benefits - A Key medicare?Social security Question Answered - Referral: Andrea Larsen, Licensed Nutritional Consultant ... click here to read more

August 2016

Some Good Economic News - This is the One Key Factor for a Happy Retirement - Student Loans: Cracking Down on Abuses - Digital Assets---Your Online "YOU" ... click here to read more

July 2016

College Planning - Reverse Mortgages - Long-term Care Alternatives, now even for HOV+ people in Florida ... click here to read more

May 2016

Save the date:upcoming Master class on IRA and Social Security Planning - College Planning Workshops - Videos - A favor to ask: please let us know who your CPA is - A tough topic Long-term care insurance (LTC) - Fixed income: Municipal and Corporate bonds - Successful retirees share their financial secrets here to read more

April 2016

Upcoming classes at Brockway Library - Rest of the Year Forecast - Better Business Bureau Travel Scam Alert Targeting Seniors - Media Coverage of Financial Topics - Useful  Financial Websites - Recommendation ... click here to read more

March 2016

Market Commentary - Retirement Income Analysis - Aging and Eldercare Resources - On a fun note... click here to read more

February 2016

Market Commentary - Scam Alert from AARP Regarding Social Security - Useful Websites to Know About - Guide for Boomers in Having Important Conversations with Aging Parents - Social here to read more

January 2016

Workshop: Mastering The Challenges of The New year - Ket Tax Figures for 2016 - Social Security Claiming Strategy Changes for 2016 ... click here to read more

November 2015

A Thanksgiving message from A. Powell Davies - Annual Holiday Party coming up - Life Expectancy Tool - Leaving Money to Heirs - Economic Update here to read more

October 2015

Photos of our IRA Workshops - No change in retirement plan contribution limits for 2016 - How to keep the IRS waiting and make your money last a lifetime - Jim Kramer's famous stock-picking - The Importance of keeping estate documents updated - Economic update... click here to read more

September 2015

Economic Update - IRA Workshops - Hollywood Jaycees event - Fraud Prevention:  Computer repair - AARP Report on “Phone Numbers That Can Cost You" ... click here to read more

August 2015

Upcoming events - Social Security for 2016 - Client story and referral recommendation: SERVPRO - Pet project for pets - Download Treece Financial Group app for Apple or Android devices... click here to read more

July 2015 

Website Update - Current Market Update - IRS Tax Identity Theft for Florida Residents -  Retirement Loopholes that Might Eventually be Closed ...  click here to read more

May 2015

Introducing new staff member Robert Wroblewski - New Website - On a personal note...  click here to read more

April 2015 

Recommendations – Stolen Usernames and Passwords - 10 Steps to Achieve Your Retirement Goals- 5 Ways Couples Can Map Out Their Dream - Retirement Plans Together -Are interest rates finally going to rise? - The Little Black Book of Scams here to read more.

March 2015
Tax Scams - Same-Sex Marriage in Florida - 5 Retirement Planning Items You Should Take Care of Now - Retirement Income: 3 annuity mistakes to avoid here to read more.

January 2015
Cetera 2015 Market Outlook - Annual Holiday Party - Patricia Stauber, LCSW here to read more