Medicaid Planning
Florida residents are eligible for free health care and nursing home services if they possess only limited resources. For Florida residents, non-exempt assets must be below $2,000 to qualify. Exempt…
Financial Swiss Army knife
Throughout the financial planning process we must address numerous concerns. Is there ample liquidity? Is there a growth strategy? How can we mitigate risk? How can we create sufficient lifetime…
Stock markets keep surging
Hopefully you are enjoying your Labor Day weekend with the knowledge that your stock investments have done well so far this year. Through the end of August 2018, the S&P…
Rough road ahead for retirees?
When planning for retirement, it’s important to make several assumptions concerning expected investment returns, life expectancy and inflation. If you utilize conservative assumptions regarding these factors, your chances of not…
Preferred stocks
When looking for more stability and higher yields, many investors are turning to preferred stocks. These securities have some characteristics of regular stocks but also have some characteristics of bonds.…
Benefits of fixed annuities
For those looking for conservative growth with higher yields than bank products, fixed annuities can be an attractive option. Fixed annuities are contracts with insurance companies that provide for tax-deferred…
The Stock Market is Eyeing the Upcoming Presidential Election
Prepare to Live
Your Dream Retirement
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.