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So What’s Your Plan for the Bear Market?

A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy. Interest rates are rising and make it a confusing time to consider buying or selling a house, or making other major financial decisions. This all adds ... Read More

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”

What Is a Living Trust?

Why Modern Portfolio Theory Still Matters

Understanding Sequence Risk

Gifting vs. Inheritance

College Funding Choices

End-of-the-Year Money Moves in 2021

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Pompano Beach

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

Tampa

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

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6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(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