Making Charitable Giving Smarter: How Donor-Advised Funds Create Flexibility and Tax Efficiency
For those who are charitably inclined, giving isn’t just about generosity—it’s also about intention. The…
5 Financial Pitfalls That Can Derail Your Retirement
Retirement should be a time of peace, freedom, and fulfillment—but getting there requires more than…
Avoiding Tax-Time Stress: A CFP’s Take on Getting Prepared
As the April 15 deadline approaches, many individuals and business owners find themselves scrambling to…
Understanding the Corporate Transparency Act: What It Means for Your Business
The Corporate Transparency Act (CTA) is officially in effect, bringing new reporting requirements for businesses…
Federal Reserve’s First Rate Cut in Four Years: Navigating Economic Growth Amid Slowing Inflation
As the U.S. economy approaches 2025, the Federal Reserve’s recent actions signal a critical shift…
How Do Financial Advisors Add Value?
Discover how financial advisors can significantly enhance your portfolio's growth and stability over your lifetime.
Investing in Market Resilience
Uncover market resilience, the risks of timing, and strategies for a robust portfolio. Dive into…
Blockchain and Crypto: A Worthwhile Investment?
It’s a common question from clients – what about cryptocurrency? Is it safe? Is it…
The Benefits of the 1031 Exchange
A 1031 Exchange is a vital tool in optimizing your investment real estate tax strategy…
How to Use a ROBS 401(K) – Rollovers as Business Startups
The ROBS 401(K) rollover may be your start-up's financing solution. But you should be aware…
Diversifying your Deposit Accounts
To keep your funds safe, consider diversifying deposit accounts across banks and types, such as…
The Optimal Order of Investing
Is there an optimal order of investing? Interest rates on debt and kinds of investment…
A Lakewood Ranch Retiree’s Withdrawal Guide
The order in which you start to withdrawal from your retirement accounts plays a vital…
5 Steps to Take Before Retiring in Lakewood Ranch
You’re getting close to retirement and have decided you want Lakewood Ranch to be the…
Retirement Planning in the 21st Century: The Biggest Changes (and Challenges)
In this article, we confront some of the key issues future retirees face and how…
