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Financial Planners Share Their Money Tips with MillennialsSeptember 28, 2017 • Uncategorized
Let’s Talk $ – Millennial Money Tips In a fast-paced world, it may seem like a daunting task to save money weekly or monthly and save up for later use. In a consumerist world, we are constantly swayed to purchase more things, which leaves less money to save for a retirement or an emergency fund…. read more
Biggest Mistakes to Avoid When Estate PlanningSeptember 28, 2017 • Uncategorized
Most Americans imagine rich people with tremendous amounts of cash and assets dividing their resources among loved ones when they think of “estate planning.” The reality is much more practical. Almost everyone owns at least one thing of value such as a home, a car, a bank account, or other valuable items. Everyone should prepare… read more
What Is the Best Way to Save Money?September 28, 2017 • Uncategorized
Saving money isn’t easy for everyone. Most Americans live paycheck-to-paycheck and are more concerned with making monthly ends meet than they are about the future. Saving money now will be tremendously helpful later. If you’re wondering about the best ways to start saving for the future, consider the following tips and look into financial advisors… read more
Personal Finance Investment Tips of 2017September 28, 2017 • Uncategorized
Many Americans worry about their future financial stability. Investments can be a great way to prepare for the future, kids’ educational costs, and retirement. The financial world is complex and full of risk, but investors who take the time to conduct diligent research and invest carefully can make tremendous strides toward financial security in the… read more
Repercussions for Brokers ‘Selling Away’ Investment FundsAugust 31, 2017 • Uncategorized
In recent years, you may have read headlines about investment brokers “selling away” their funds. It doesn’t sound good, but perhaps you don’t fully understand what it means. What is selling away, why is it such a serious matter, and what are the repercussions for doing it? What Is “Selling Away?” In simple terms, selling… read more
Important Estate Planning Questions to Ask Your AttorneyAugust 31, 2017 • Uncategorized
Estate planning might not fill you with joy, because it’s associated with contemplating your own mortality. Still, it’s essential to plan for the future, i.e., your posterity. Ensuring that your assets will be transferred to your loved ones without incident requires a proactive approach. Effective estate planning begins with choosing a highly skilled estate planning… read more
Estate Planning with Foreign PropertyAugust 31, 2017 • Uncategorized
Estate planning can be confusing, even for those who consider themselves financially savvy. Most people have unique considerations when it comes to planning for the future of their families, but those who own property outside of the United States face special challenges. Foreign property depends on several factors, including where the property is located, the… read more
How to Prevent Financial Elder AbuseAugust 2, 2017 • Uncategorized
At some point in time, many of us will have to make the difficult decision to place our elderly loved ones in an assisted living facility or nursing home for their health benefit. While these locations may be the best option for them health-wise, they could also lead to emotional or psychological abuse by employees…. read more
Which Laws Protect Investors from Excessive Risks in Florida?August 2, 2017 • Uncategorized
Every investment is a risk on some level, although Florida has many procedures in place to ensure that your broker behaves ethically in making investment decisions. Most financial investments are managed by either professional investment companies, individual financial advisors, or trustees. Trustees and fiduciaries in Florida are held to a high standard of care, and… read more
What You Need to Know About Leaving Someone Out of Your WillAugust 2, 2017 • Uncategorized
Florida has very few requirements in drafting a will. The testator (drafter of the will) needs to: Be over the age of 18 (or an emancipated minor); and Be of sound mind at the time of the will. The will must be written, signed by the testator (or acknowledged), and witnessed by two individuals. Aside… read more