What Should You Do after the Equifax Data Breach??

In light of the recent Equifax breach, we are providing the below information to help you protect your identiy.  Because of the large impact of this data breach, we encourage all of our clients to follow the steps below to protect their personal information.

Legal Documents to Prepare for the College-bound Student

Your child has graduated from high school and is bound for college!  You've made the usual WalMart/Target run to get all the necessities needed to set them up in a dorm room.  But have do you have these legal documents in place - durable power of attorney, medical power of attorney and a HIPAA release?

Planning a Trip this Fall - Here are a Few Tips to Keep You and Your Home Safe

If you love to travel, it's fun to let all your friends know how much fun you are having while you are gone.  But...did you know you could also be letting the bad guys know you are away as well?  Here are a few tips to keep both you and your home safe while you are away!

A Few More Great Ways to Save Money

Over the last few weeks, we've been bringing you highlights of AARP's annual list of 99 Great Ways to Save Money.  This is the last blog post from that list, but if you want to see the full list, check it out here!  

Even More Great Ways to Save Money

We continue with the highlights of AARP's 99 Great Ways to Save - here are a few more ideas....

More Great Ways to Save Money

Last week, we started a list of the highlights of AARP's 99 Ways to Save Money.  Here are a few more this week.....

Great Ways to Save Money

AARP just came out with their annual 99 Great Ways to Save money.  If you used all of them, you could potentially put an extra $34,000 cash in your pocket.  Over the next few weeks - we will share some of the highlights.  If you want to see the entire list, click here.

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

Today is June 1st - Getting Ready for Hurricane Season

Today is June 1st - the official start of the 2017 Hurricane Season.  The Florida Department of Financial Services put out a great reminder today that it is up to you to make sure your emergency preparedness efforts reach beyond bottled water and batteries and include being financially prepared for a hurricane event.

Financial Stress in America

According to the American Psychological Association’s Stress in America Report, money is a significant source of stress in the lives of three out of four Americans; above concerns such as work, health, and family.

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We have a wealth of experience in the financial services industry.

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