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What Documents Should I Keep vs Shred?

It’s easy to throw up your hands in exasperation when it comes to filing papers and documents at home, and you’re likely tempted to shred everything to be done with it. Still, keeping good records will reduce clutter, prevent identity theft, and reduce stress. No more searching for needed paperwork! The principles of good record ... Read More

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Easing the Burden of Dementia

Jump or Wade?

8 Step Summer Financial Checkup

The Stock Market vs. Stocks in the Market

Cost-Saving Strategies for Extended Care

Why the Wisdom of the Market Crowd Beats Artificial Intelligence

The Years March On: Celebrating 30 Years of Client Successes

When Should You Take Your Social Security?

Private Equity: Keeping it Private

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

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115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

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(800) 684-9139

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  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos