3 Financial Things To Do Right Now Before March 1st of The New Year
Here is my Top 3 to do list for the new year. 1) BUY/REVIEW YOUR LIFE INSURANCE. Do you have children and/or a spouse who depend on your...
Social Security Options in Florida - Is a Lump-Sum Social Security Payment Right For You?
As an individual nearing 70, you’ve intended to delay your Social Security benefits until the decade comes. But in some cases, there are...
You Just Inherited a Substantial Amount of Money in Florida. Now What?
Wise decisions can make all of the difference Did you recently inherit a significant amount of money or assets from a parent, grandparent...
Starting a Roth IRA in Tampa Bay for a Child or Grandchild
This early financial decision could prove profoundly positive over time. Do you have a child or grandchild earning some income?...
Weekly Economic Update for September 3, 2018
“Look before you leap.” - AESOP OPTIMISM REIGNS ON MAIN STREET In August, the Conference Board’s respected consumer confidence index made...
The Annuity Date or Maturity Date
An annuity contract's maturity date or annuity date is the most misunderstood contract provision. Originally posted by Gary Spicuzza on...
Weekly Economic Update for August 6, 2018
“The greatest obstacle to discovery is not ignorance - it is the illusion of knowledge.” - DANIEL BOORSTIN ECONOMY ADDS 157,000 NET NEW...
The Different Types of IRAs for Retirement Savers in Palm Harbor Florida
This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional...
Weekly Economic Update for July 30, 2018
QUOTE OF THE WEEK “No act of kindness, no matter how small, is ever wasted.” -AESOP First estimate of Q2 GDP: 4.1% Not since the third...
Weekly Economic Update for July 23, 2018
QUOTE OF THE WEEK "It is wise to remember that you are one of those who can be fooled some of the time." - LAURENCE J. PETER ANOTHER GOOD...
