Retirement Planning – Will You Have Enough?
What is retirement planning? Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need [...]
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each [...]
How to Compare Tax-Exempt and Taxable Investment Yields
We are frequently asked how to compare the yield on a tax-free bond with the yield on a taxable investment. For example, what taxable yield would you have to get [...]
529 vs. the Florida Prepaid Plan? Make an Educated Decision
Very few people will dispute the benefits of a college education. But rising tuition costs often seem formidable no matter how early you start. According to the College Board, the [...]
Estate Planning and Income Tax Basis
Income tax basis can be an important factor in deciding whether to make gifts during your lifetime or transfer property at your death. This is because the income tax basis [...]
The Sandwich Generation: Juggling Family Responsibilities
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help [...]