Category Archives: In The News

It’s not too late to cut your tax bill for 2025

Thanksgiving is here. Christmas is not far behind. The clock is ticking. But there is...

Thinking about retiring? Read this first.

Think you’ve got enough money to retire? Before you pull the trigger, read this. You...

The Hidden Costs of Homeownership

No one wants to feel house poor. But many Florida residents are starting to feel...

Retirement ‘Rules’ That It May Be Time to Break

There’s plenty of retirement rules of thumb telling you how to invest, how much to...

Struggling With Money Anxiety?

If you are like many other Americans, the news headlines may be giving you financial...

Why A Market Correction Needn’t Sink Your Retirement

We get it. Market declines can be scary. And market corrections, or declines of 10%...

Give Your Child The Power To Dream Big Without College Debt

As a long-time financial planner, I have often talked about how I used the Florida...

Could You Live To 100? Longevity Planning Secrets

So many of us are likely to live twenty to thirty years in retirement. What...

Remodeling Projects That Pay Off

Thinking of remodeling your kitchen? Is it time to update those pink tile bathrooms, or...

Rates Are Now Sky High. Here’s How To Manage Your Debt

Thanks to the Fed’s moves to combat inflation, interest rates are at multi-decade highs. If...