Blog

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, March 28, 2023

We are incredibly happy to announce that Annie Clark has been selected to serve on the Board of Directors for the incredible organization, F.E.L.T. (Feeding Empty Little Tummies). F.E.L.T. is a local non-profit organization that...

Show All

Friday, March 3, 2023

Please join us for Tax Reduction Strategies for Seniors seminar, Wednesday March 15th 1.30pm at the Windsor of Bradenton. See RSVP details below.

Tuesday, November 22, 2022

Does Your Insurance Coverage “Protect What Matters Most?”September was Life Insurance Awareness Month, and regardless of where life finds you this fall, now is a great time to revisit if you have the coverage you need to...

Tuesday, November 22, 2022

With the recent concerns related to our overall economic situation we want to be sure you are aware of the strategies available to help you mitigate the risk of market volatility. Good Afternoon, I’m posting this because wherever...

Tuesday, November 22, 2022

Are you prepared? Have you noticed that everywhere you go and everyone you talk to seems to be concerned about the extreme volatility in the stock market these days? With everything going on in the world, it is no wonder there is...

Tuesday, November 22, 2022

March Madness is nearly upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out a bracket involves balancing risk, reward and...