By Anthony M. Corrao | CFP® Financial Planning Director
Partner
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...
By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions
On May 5, 2023, Florida Senate Bill 7024 was unanimously approved by the Florida House of Representatives and Senate. It will now go to the Governor for approval, but it is almost certain to become...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Today we’ll step away from the political turmoil, pesky inflation, and recession-predicting headlines. While important, they should not drive long-term decision-making. Our three simple examples...
In today's litigious society, it is important to consider risk management and asset protection as essential components of a comprehensive financial plan. Liability insurance and umbrella policies are...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The banking sector remains in the headlines, for the wrong reasons. After more than a year of rising interest rates, regional and specialty banks are feeling the pain of a changing environment....
National Life Insurance Day takes place on May 2nd every year. It marks the anniversary of the first day that life insurance became available in the United States. In honor of that day, we wanted to...
By Anthony M. Corrao | CFP® Financial Planning Director
Partner
April 25th is International Financial Independence Awareness Day — a time to think about ways to achieve financial independence, determine goals to help you get there, and build a path to maintaining...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
The arrival of April ushers in the second quarter and along with it, Financial Literacy Month. A solid financial plan starts on the foundation of financial literacy. Once the foundation is laid, you...
SECURE Act 2.0, passed as part of the Consolidated Appropriations Act of 2023, made significant changes to the rules governing retirement plans and IRAs. These changes made it easier for individuals...
