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18 Thanksgiving Tradition Ideas for a Stress-Free, Gratitude-Packed Holiday

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From TownAndCountry.com From Thanksgiving morning “me time” to the post-feast nap, try these traditions for an extra special holiday. From quirky family favorites to time-honored classics, traditions are one of the things that we crave most around the holidays; not just because they’re familiar, but because they serve as reminders of friends and family, of […]

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How Grandparents Can Help Grandchildren with College Costs

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As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. Helping to pay for a grandchild’s college

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IRS Clarifies COVID-19 Relief Measures for Retirement Savers

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Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope

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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