Broker Check

Short Clips

AI Magic in the Stock Market-S&P500 YTD - January-July 

High-Yield Strategies: Maximize College Savings with New 529 Rollover

Recessions Don’t Actually Matter That Much!?

Understanding the US Debt Ceiling Crisis! What you need to know!

Operating at a Net Positive

The Buzz of the US Dollar Demise

Silicon Valley Bank Crisis! Why did this happen?

SECURE Act 2.0!
What you need to know.

3 Takeaways From 2022

Estate Planning

Financially Speaking Episode 1 - Schedule Complementary Consultation

Social Security- Largest %
Increase in 40 Years!

Our Founder's Food For Thought (Today's Market)!

"The Talk" - Communicating Your Retirement Plans With Your Adult Children

Third year in a row! Voted Best Of Winter Park - Financial Planning Firm!

Understanding Medicare

5 Challenges to Retirement Planning

The Power of Compound Interest