Having a strategy in place before you go shopping can save you big at the grocery store. In times of rising inflation, one area where consumers feel the pinch the most is in their grocery bills. And the price increases disproportionately affect lower-income families who spend a larger portion of their budgets on food. In […]
12 ways to save on groceries during inflation Read More »
National Be a Millionaire Day on May 20th each year celebrates the idea of being a millionaire. Very few of us haven’t imagined what it would be like to be a millionaire. If you happen to be one of the few, this holiday is for you. And also for those of us who like to imagine
Stop buying life insurance as a savings strategy. Stop buying it as a tax-deferral vehicle for retirement savings. Stop spending thousands of dollars a month on life insurance premiums, at least until you read the rest of this column. Life insurance is not a retirement savings strategy. Why do we buy life insurance? A
Life insurance is not for saving Read More »
Pamela Yellen’s New York Times best-seller, “Bank on Yourself,” made a splash by promising to help people build their wealth even as their investments were losing value. In the aftermath of the housing crash, the book seemed to throw a lifeline to consumers whose financial security was suddenly under threat and who were desperate for
Bestselling book’s financial promises don’t add up Read More »
Due to the inclement weather anticipated in our area from Hurricane Milton our home office in Altamonte Springs is closed Wednesday - Friday, October 9th-11th. During this time, clients may access their accounts by contacting the custodian directly or other such third parties as they receive statements from as well. Please check back for updates
