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Thinking About Paying Off Your Child’s Student Loans? 5 Things to Consider

College tuition is at an all-time high. As of 2022, the average student loan debt is about $39,000 per student, and the average monthly student loan payment is nearly $400.1 It’s no wonder parents want to help their children pay off their student loans as quickly as possible. Paying off this debt could help set your ... Read More

Roth Conversions: What You Need to Know

What Drives Investment Returns? Start with Ingenuity.

How to Back Up Your Financial Documents

Chasing High-Flying Stocks Risks Meme Reversion

A Bonding Experience

So What’s Your Plan for the Bear Market?

How to Invest in Your Health in 2022

Why Everyone Needs an Inheritance Strategy

Why More Americans Are Retiring Now Than Ever

Is Your Fear Inflated?

How Your Money Mentality Should Change in Retirement

Maximize Your Medicare Deductions

What Is the Difference Between a Tax Credit and a Tax Deduction?

Understanding (and Avoiding) the “Money Illusion”

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Pompano Beach, FL 33062
(954) 785-5400

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Tampa, FL 33606
(813) 258-1759

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(800) 684-9139

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  • About Us
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  • Wealth Management
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    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates