The recent developments in trade policies, particularly the tariffs issued by the Trump administration, have caused fluctuations in global markets. The current environment remains highly unpredictable as any positive news article, change in policy announcement, tweet, could alter the current landscape quickly. While it’s understandably natural to feel concerned during periods of economic uncertainty, we […]
Category: Blog
A 529 College Plan for Your Grandchild: A Great Idea!
I am thrilled to share that my article, “A 529 College Plan for Your Grandchild: A Great Idea!”, has been featured in the latest edition of the Palm Beach Daily News – Estate Planning Supplement. In this piece, I explore the benefits of 529 college savings plans and how they can help grandparents support their […]
Get Ready for Changes to Medicare in 2025
Medicare open enrollment is in full swing and runs until December 7. We encourage clients to understand the changes that will go into effect on January 1. Every year, we see tweaks, but this time around, some changes could really impact coverage choices and costs. Whether you’re already on Medicare or planning to enroll soon, […]
Steps to Protect Yourself Against the Five Most Common Types of Fraud
Fraud prevention involves proactive strategies to detect, stop, and respond to various forms of fraud. By staying informed and vigilant, you can protect your personal and financial information from common fraud threats. Fraud can take many forms, including identity theft, phishing, credit card fraud, and online scams. Effective fraud prevention requires awareness, vigilance, and the […]
Event: Why You Should Open a 529 for Your Grandchild
Join us on Friday, May 24, at 10:00am for an information session on 529 College Savings Plan. Ask all your questions and find out if now is the time to open one for your grandchild. What we will discuss about 529 plans: We will be going over the changes that make these 529 College Saving […]