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 […]
Category: Blog
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 […]
Younger Investors: When is the Right Time to Hire a Financial Advisor?
Today there is an app for everything. Including for managing money, assets, and liabilities. According to a recent report published by The Zebra, eighty-five percent of young adults use at least one personal finance tool or app, with more than half foregoing the assistance of a human advisor. Fifty-four percent of 26-year-olds manage most or […]