News

In today's world, many parents grapple with the challenge of prioritizing between saving for their retirement and funding their children's college education. As college costs continue to escalate,...

Today, August 14th, is National Financial Awareness Day! A timely opportunity to discuss the importance of personal finances with young people as they head back to school from summer vacation. Far...

Markets began the second quarter with muted action, as investors weighed the potential for additional banking turmoil. Major indices were stuck in neutral until finding escape velocity in mid-May....

A valuable lesson my dad taught me was: “you have to be wary of the first shiny thing that comes your way. If you bite on it too fast, you may soon realize that there’s a hook attached to it.” Being...

How much money do you need for retirement? That's the question many people ask, and fortunately, the answer is quite simple. You need a pile of assets large enough that allows you to withdraw no more...

Bernard Baruch coined the term “wall of worry” to describe a period when the stock market is rising despite several negative factors. This can include things like political uncertainty, economic...

As interest rates have risen over the past sixteen months, customers with deposit accounts find themselves earning more from their cash reserves at their local bank. At the same time, borrowing...

In our previous blogs, Let's Dive Into the Florida Retirement System and The Florida Retirement System Pension Plan, we learned more about the FRS and the opportunities the Pension Plan offers. Now,...

In our blog post, Let's Dive Into the Florida Retirement System, I provided an overview of the Florida Retirement System (FRS), a state-sponsored retirement plan for certain public sector employees....

Congratulations! Regardless of where you're at in your career, you're on your journey to retirement. Some may be just weeks away from their final days, while others are just beginning their journeys....