Retirement Planning

Oct 04, 2021

How Can I Make it Easier for My Heirs to Receive My Money?

Part of my annual review is to confirm my client’s beneficiaries.  I make sure they are correct; nothing […]

Aug 27, 2021

Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to […]

Mar 26, 2021

When I Retire: Lump Sum or Pension?

As a financial advisor working in Florida, I am frequently asked “should I take a pension or lump […]

Jan 01, 2021

Where Do We Go From Here?

Business cycles have varied over time, and the data most relevant to the current period is from 1945 […]