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Preparation is key to financial success
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or…
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What hasn’t changed in the new tax law?
With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new…
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The effect of speculation on financial security
Invest, don’t speculate. We have made that admonition more than a few times over the years and it is usually followed with information or…
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What will the market do now?
With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question,…
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Making sense of the new tax laws
Making Sense of the New Tax Laws That’s right “laws.” Plural. A bill was passed last fall (and largely overlooked in the media) which…
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Pros and cons of 529 college savings plans
Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common…
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How can I do tax planning when the tax code is about to change?
With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax planning when the tax code is about to change?” You…
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How to prepare for the next financial storm
With hurricane Irma in the rear-view mirror, it is once again clear there is value in being prepared for rough times. And since we’ve…
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What to do about the Equifax data breach and Irma-related tax relief
What to do about the Equifax data breach While many of us were dealing with hurricane Irma, Equifax had its own disaster affecting 143 million…
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We have a job opening in our Orlando office
Client Service Manager/Receptionist • Provide customer service support and serve as a point of contact for wealth management clients of a financial planning firm. •…
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How is the sale of a house taxed?
Most people own more than one home during their lives. How is the sale of a house taxed? Making News… We frequently produce Q&A columns…
