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Are You Properly Protected?

Protecting yourself, your loved ones, your home, auto or your business against unexpected events is a fundamental aspect of wealth planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that seeks to methodically evaluate all potential risk factors. That’s why risk analysis is an integral part of our […]

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How Does Your Employer’s Retirement Plan Compare?

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. These vital results are used by employers and plan participants to benchmark their plans against overall averages. How does your plan compare to the most recent survey results, released at the end of 2018?(1) Participation […]

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Rules on Opening a 529 Plan Account for College

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some vital guidance to common questions on opening an account. Can I open an account in any state’s 529 […]

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NFL Brandon Copeland Investing For A Better Future

We hear stories all the time about pro athletes finding a way to lose tens of millions, and even hundreds of millions, of dollars that they have made during their career. Therefore, it’s always interesting to hear about an athlete that understands how to manage his finances. New York Jets linebacker Brandon Copeland is one […]

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Where to start?

Florida’s minimum auto coverage is $10,000 personal injury protection (PIP) and $10,000 property damage liability (PDL) as long as you have a valid Florida license plate. However, you should explain to your agent why you want the minimum as many other financial aspects of your life could be at risk if you’re involved in a […]

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Picking the right insurance company

As the commercials make clear, shopping for car insurance can be frustrating. That’s in part because auto insurance pricing is largely a black box for consumers. While the price a consumer pays for insurance is based on a risk estimate derived from demographics, past traffic violations, and claims history, each carrier uses the data in […]