Category: Retirement Planning

Many Americans have a misconception of what a financial advisor does or how a financial advisor adds value to a portfolio. They may imagine an advisor picking hot stocks, buying and selling assets as the markets shift, and beating the

We love real estate almost as much as we love stocks, bonds, ETFs, and Mutual Funds. Real estate can be fantastic for fighting inflation, and it rounds out an otherwise solid securities-based investment portfolio. Diversification, right? Plus, you don’t need

Have you ever had a great business idea and taken steps to realize it, just to encounter problems financing it? Or maybe you’re debt averse and don’t want to take on a small business loan? Or perhaps you don’t qualify

You know what they say: Don’t put all your eggs in one basket. That bit of wisdom applies not only to life in general but also to your savings deposits. And no, I don’t mean investment diversification, though that’s just

Congratulations! You’ve retired here in Lakewood Ranch and can now spend your days hitting the greens at the Lakewood National Golf Club, checking out polo matches at the Sarasota Polo Club, or sipping on craft beer at Good

You’re getting close to retirement and have decided you want Lakewood Ranch to be the place you spend your twilight years. Before you put in your notice, however, make sure these 5 things are wrapped up first.